Center for Financial Planning’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 | – | Sell |
-1,432
| Closed | -$80.2K | – | 752 |
|
|
2024
Q4 | $80.2K | Hold |
1,432
| – | – | 0.01% | 216 |
|
|
2024
Q3 | $79.3K | Hold |
1,432
| – | – | 0.01% | 201 |
|
|
2024
Q2 | $63.1K | Hold |
1,432
| – | – | 0.01% | 211 |
|
|
2024
Q1 | $55.1K | Hold |
1,432
| – | – | 0.01% | 226 |
|
|
2023
Q4 | $68.5K | Hold |
1,432
| – | – | 0.01% | 192 |
|
|
2023
Q3 | $57.9K | Hold |
1,432
| – | – | 0.01% | 202 |
|
|
2023
Q2 | $54.8K | Hold |
1,432
| – | – | 0.01% | 213 |
|
|
2023
Q1 | $68.5K | Buy |
+1,432
| New | +$68.5K | 0.02% | 189 |
|