Commonwealth Equity Services’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 |
-4,649
| Closed | -$257K | – | 4243 |
|
|
2024
Q3 | $257K | Buy |
+4,649
| New | +$257K | ﹤0.01% | 3489 |
|
|
2024
Q2 | – | Sell |
-40,716
| Closed | -$1.57M | – | 4191 |
|
|
2024
Q1 | $1.57M | Buy |
40,716
+205
| +0.5% | +$7.9K | ﹤0.01% | 1935 |
|
|
2023
Q4 | $1.94M | Sell |
40,511
-5,600
| -12% | -$268K | ﹤0.01% | 1726 |
|
|
2023
Q3 | $1.87M | Sell |
46,111
-306
| -0.7% | -$12.4K | ﹤0.01% | 1648 |
|
|
2023
Q2 | $1.78M | Buy |
46,417
+462
| +1% | +$17.7K | ﹤0.01% | 1707 |
|
|
2023
Q1 | $2.2K | Buy |
45,955
+996
| +2% | +$48 | ﹤0.01% | 1505 |
|
|
2022
Q4 | $1.77M | Sell |
44,959
-62
| -0.1% | -$2.44K | ﹤0.01% | 1584 |
|
|
2022
Q3 | $1.55M | Sell |
45,021
-330
| -0.7% | -$11.3K | ﹤0.01% | 1600 |
|
|
2022
Q2 | $1.43M | Hold |
45,351
| – | – | ﹤0.01% | 1628 |
|
|
2022
Q1 | $2.48M | Sell |
45,351
-9,363
| -17% | -$513K | 0.01% | 1370 |
|
|
2021
Q4 | $4.24M | Buy |
54,714
+989
| +2% | +$76.6K | 0.01% | 1019 |
|
|
2021
Q3 | $3.7M | Sell |
53,725
-9,275
| -15% | -$638K | 0.01% | 1043 |
|
|
2021
Q2 | $4.56M | Buy |
63,000
+870
| +1% | +$62.9K | 0.01% | 898 |
|
|
2021
Q1 | $3.97M | Buy |
62,130
+7,178
| +13% | +$459K | 0.01% | 902 |
|
|
2020
Q4 | $3.81M | Buy |
+54,952
| New | +$3.81M | 0.01% | 861 |
|
|
2020
Q1 | – | Sell |
-4,778
| Closed | -$214K | – | 2986 |
|
|
2019
Q4 | $214K | Buy |
+4,778
| New | +$214K | ﹤0.01% | 2570 |
|
|
2019
Q3 | – | Sell |
-4,642
| Closed | -$224K | – | 2889 |
|
|
2019
Q2 | $224K | Buy |
+4,642
| New | +$224K | ﹤0.01% | 2440 |
|