Coldstream Capital Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,183
| Closed | -$248K | – | 888 |
|
|
2023
Q1 | $248K | Buy |
+5,183
| New | +$248K | 0.01% | 689 |
|
|
2022
Q1 | – | Sell |
-3,574
| Closed | -$277K | – | 884 |
|
|
2021
Q4 | $277K | Buy |
+3,574
| New | +$277K | 0.01% | 658 |
|
|
2020
Q1 | – | Sell |
-4,893
| Closed | -$220K | – | 375 |
|
|
2019
Q4 | $220K | Sell |
4,893
-923
| -16% | -$41.5K | 0.02% | 312 |
|
|
2019
Q3 | $210K | Buy |
5,816
+205
| +4% | +$7.4K | 0.02% | 307 |
|
|
2019
Q2 | $272K | Buy |
+5,611
| New | +$272K | 0.02% | 257 |
|