Cerity Partners’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 |
-102,918
| Closed | -$5.76M | – | 2657 |
|
|
2024
Q4 | $5.76M | Buy |
102,918
+43,384
| +73% | +$2.43M | 0.01% | 658 |
|
|
2024
Q3 | $3.3M | Buy |
59,534
+26,509
| +80% | +$1.47M | 0.01% | 873 |
|
|
2024
Q2 | $1.46M | Buy |
33,025
+26,809
| +431% | +$1.18M | ﹤0.01% | 1059 |
|
|
2024
Q1 | $239K | Buy |
6,216
+1,925
| +45% | +$74.1K | ﹤0.01% | 2000 |
|
|
2023
Q4 | $205K | Buy |
+4,291
| New | +$205K | ﹤0.01% | 1712 |
|