Caption Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1196 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1082 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 927 |
|
|
2024
Q2 | – | Sell |
-15,000
| Closed | -$578K | – | 890 |
|
|
2024
Q1 | $578K | Buy |
+15,000
| New | +$578K | 0.01% | 199 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 867 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 828 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 904 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 931 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 947 |
|
|
2021
Q3 | – | Sell |
-40,000
| Closed | -$2.89M | – | 979 |
|
|
2021
Q2 | $2.89M | Buy |
+40,000
| New | +$2.89M | 0.04% | 85 |
|
|
2020
Q1 | – | Sell |
-11,000
| Closed | -$494K | – | 617 |
|
|
2019
Q4 | $494K | Buy |
+11,000
| New | +$494K | 0.02% | 173 |
|