CIBC Private Wealth 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 |
-648
| Closed | -$36.4K | – | 3311 |
|
|
2024
Q4 | $36.4K | Sell |
648
-198
| -23% | -$11.1K | ﹤0.01% | 1799 |
|
|
2024
Q3 | $46.8K | Sell |
846
-78,422
| -99% | -$4.34M | ﹤0.01% | 1797 |
|
|
2024
Q2 | $3.47M | Sell |
79,268
-81,057
| -51% | -$3.54M | 0.01% | 458 |
|
|
2024
Q1 | $6.16M | Buy |
160,325
+12,253
| +8% | +$471K | 0.01% | 384 |
|
|
2023
Q4 | $7.08M | Buy |
148,072
+50,181
| +51% | +$2.4M | 0.02% | 350 |
|
|
2023
Q3 | $3.96M | Buy |
97,891
+36,368
| +59% | +$1.47M | 0.01% | 411 |
|
|
2023
Q2 | $2.35M | Buy |
61,523
+29,291
| +91% | +$1.12M | 0.01% | 476 |
|
|
2023
Q1 | $5.88M | Buy |
32,232
+508
| +2% | +$92.7K | 0.01% | 374 |
|
|
2022
Q4 | $1.25M | Sell |
31,724
-56,797
| -64% | -$2.23M | ﹤0.01% | 496 |
|
|
2022
Q3 | $3.04M | Sell |
88,521
-42,892
| -33% | -$1.47M | 0.01% | 424 |
|
|
2022
Q2 | $4.13M | Sell |
131,413
-356,979
| -73% | -$11.2M | 0.01% | 391 |
|
|
2022
Q1 | $26.8M | Buy |
488,392
+76,181
| +18% | +$4.17M | 0.06% | 217 |
|
|
2021
Q4 | $31.9M | Buy |
412,211
+74,733
| +22% | +$5.79M | 0.07% | 200 |
|
|
2021
Q3 | $23.2M | Sell |
337,478
-4,197
| -1% | -$289K | 0.05% | 227 |
|
|
2021
Q2 | $24.7M | Sell |
341,675
-199,754
| -37% | -$14.4M | 0.06% | 227 |
|
|
2021
Q1 | $34.6M | Sell |
541,429
-18,733
| -3% | -$1.2M | 0.09% | 179 |
|
|
2020
Q4 | $38.8M | Sell |
560,162
-11,298
| -2% | -$783K | 0.1% | 159 |
|
|
2020
Q3 | $28.2M | Buy |
571,460
+125,144
| +28% | +$6.18M | 0.09% | 162 |
|
|
2020
Q2 | $22.7M | Buy |
446,316
+295,539
| +196% | +$15M | 0.11% | 137 |
|
|
2020
Q1 | $6.26M | Sell |
150,777
-71,813
| -32% | -$2.98M | 0.03% | 296 |
|
|
2019
Q4 | $10M | Buy |
222,590
+184,937
| +491% | +$8.31M | 0.03% | 285 |
|
|
2019
Q3 | $1.45M | Buy |
+37,653
| New | +$1.45M | 0.01% | 506 |
|