Concourse Financial Group Securities’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 |
-17
| Closed | -$959 | – | 10311 |
|
|
2024
Q4 | $959 | Sell |
17
-3,668
| -100% | -$207K | ﹤0.01% | 2104 |
|
|
2024
Q3 | $204K | Buy |
3,685
+1,174
| +47% | +$65K | 0.01% | 708 |
|
|
2024
Q2 | $111K | Buy |
2,511
+1,961
| +357% | +$86.4K | 0.01% | 901 |
|
|
2024
Q1 | $21.2K | Buy |
550
+324
| +143% | +$12.5K | ﹤0.01% | 1495 |
|
|
2023
Q4 | $10.8K | Buy |
226
+44
| +24% | +$2.1K | ﹤0.01% | 1657 |
|
|
2023
Q3 | $7.36K | Buy |
182
+60
| +49% | +$2.43K | ﹤0.01% | 1721 |
|
|
2023
Q2 | $4.67K | Sell |
122
-7
| -5% | -$268 | ﹤0.01% | 1848 |
|
|
2023
Q1 | $6.17K | Buy |
+129
| New | +$6.17K | ﹤0.01% | 1805 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 8396 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 8215 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 8069 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$4K | – | 7883 |
|
|
2021
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 2110 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 2195 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 2104 |
|
|
2021
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 2094 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 2054 |
|
|
2020
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2034 |
|
|
2020
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1858 |
|
|
2020
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1951 |
|
|
2019
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1942 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5912 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5919 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5812 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5725 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5572 |
|