Chicago Partners Investment Group’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 |
-7,009
| Closed | -$394K | – | 1004 |
|
|
2024
Q4 | $394K | Buy |
+7,009
| New | +$394K | 0.01% | 574 |
|
|
2021
Q3 | – | Sell |
-16,580
| Closed | -$1.23M | – | 601 |
|
|
2021
Q2 | $1.23M | Buy |
16,580
+1,756
| +12% | +$131K | 0.09% | 182 |
|
|
2021
Q1 | $941K | Buy |
14,824
+3,723
| +34% | +$236K | 0.08% | 205 |
|
|
2020
Q4 | $805K | Buy |
11,101
+2,492
| +29% | +$181K | 0.08% | 206 |
|
|
2020
Q3 | $436K | Buy |
8,609
+1,325
| +18% | +$67.1K | 0.05% | 259 |
|
|
2020
Q2 | $347K | Buy |
7,284
+1,532
| +27% | +$73K | 0.04% | 269 |
|
|
2020
Q1 | $291K | Buy |
+5,752
| New | +$291K | 0.04% | 252 |
|