CNA Financial’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,300
Closed -$209K 81
2022
Q4
$209K Sell
5,300
-10,840
-67% -$427K 0.13% 73
2022
Q3
$555K Buy
16,140
+220
+1% +$7.57K 0.21% 101
2022
Q2
$500K Buy
15,920
+3,320
+26% +$104K 0.17% 127
2022
Q1
$690K Buy
12,600
+2,960
+31% +$162K 0.21% 123
2021
Q4
$747K Sell
9,640
-4,760
-33% -$369K 0.2% 133
2021
Q3
$991K Buy
14,400
+450
+3% +$31K 0.27% 104
2021
Q2
$1.01M Buy
13,950
+810
+6% +$58.6K 0.29% 110
2021
Q1
$840K Buy
13,140
+2,260
+21% +$144K 0.26% 117
2020
Q4
$754K Buy
10,880
+1,370
+14% +$94.9K 0.24% 126
2020
Q3
$470K Buy
9,510
+290
+3% +$14.3K 0.17% 135
2020
Q2
$469K Buy
+9,220
New +$469K 0.19% 125