CIC
SMAR
Carnegie Investment Counsel’s Smartsheet Inc. SMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-65,170
| Closed | -$3.32M | – | 430 |
|
|
2020
Q2 | $3.32M | Buy |
65,170
+8,430
| +15% | +$429K | 0.19% | 127 |
|
|
2020
Q1 | $2.36M | Buy |
56,740
+22,900
| +68% | +$950K | 0.16% | 133 |
|
|
2019
Q4 | $1.52M | Sell |
33,840
-6,160
| -15% | -$277K | 0.09% | 189 |
|
|
2019
Q3 | $1.44M | Buy |
+40,000
| New | +$1.44M | 0.09% | 182 |
|