Cornercap Investment Counsel’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 |
-13,513
| Closed | -$757K | – | 468 |
|
|
2024
Q4 | $757K | Hold |
13,513
| – | – | 0.24% | 114 |
|
|
2024
Q3 | $748K | Sell |
13,513
-13,808
| -51% | -$764K | 0.22% | 133 |
|
|
2024
Q2 | $1.2M | Buy |
27,321
+2,764
| +11% | +$122K | 0.2% | 148 |
|
|
2024
Q1 | $945K | Buy |
24,557
+1,697
| +7% | +$65.3K | 0.15% | 273 |
|
|
2023
Q4 | $1.09M | Buy |
22,860
+285
| +1% | +$13.6K | 0.18% | 202 |
|
|
2023
Q3 | $913K | Sell |
22,575
-36
| -0.2% | -$1.46K | 0.17% | 252 |
|
|
2023
Q2 | $865K | Buy |
+22,611
| New | +$865K | 0.15% | 297 |
|