Clearstead Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-191
| Closed | -$10.6K | – | 2201 |
|
|
2024
Q3 | $10.6K | Hold |
191
| – | – | ﹤0.01% | 1567 |
|
|
2024
Q2 | $8.42K | Buy |
+191
| New | +$8.42K | ﹤0.01% | 1575 |
|
|
2024
Q1 | – | Sell |
-910
| Closed | -$43.5K | – | 1640 |
|
|
2023
Q4 | $43.5K | Sell |
910
-840
| -48% | -$40.2K | ﹤0.01% | 775 |
|
|
2023
Q3 | $70.8K | Buy |
1,750
+537
| +44% | +$21.7K | ﹤0.01% | 815 |
|
|
2023
Q2 | $46.4K | Buy |
+1,213
| New | +$46.4K | ﹤0.01% | 736 |
|