Covestor’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 |
-2,538
| Closed | -$143K | – | 2872 |
|
|
2024
Q4 | $143K | Sell |
2,538
-374
| -13% | -$21.1K | 0.09% | 310 |
|
|
2024
Q3 | $161K | Buy |
2,912
+103
| +4% | +$5.7K | 0.1% | 266 |
|
|
2024
Q2 | $124K | Sell |
2,809
-90
| -3% | -$3.97K | 0.08% | 371 |
|
|
2024
Q1 | $112K | Buy |
2,899
+790
| +37% | +$30.5K | 0.07% | 469 |
|
|
2023
Q4 | $101K | Buy |
2,109
+1,922
| +1,028% | +$92K | 0.07% | 493 |
|
|
2023
Q3 | $8K | Hold |
187
| – | – | 0.01% | 1592 |
|
|
2023
Q2 | $7K | Sell |
187
-1
| -0.5% | -$37 | 0.01% | 1654 |
|
|
2023
Q1 | $9K | Sell |
188
-2
| -1% | -$96 | 0.01% | 1396 |
|
|
2022
Q4 | $7K | Sell |
190
-11
| -5% | -$405 | 0.01% | 1494 |
|
|
2022
Q3 | $7K | Sell |
201
-1
| -0.5% | -$35 | 0.01% | 1422 |
|
|
2022
Q2 | $6K | Sell |
202
-4
| -2% | -$119 | ﹤0.01% | 1376 |
|
|
2022
Q1 | $11K | Sell |
206
-172
| -46% | -$9.18K | 0.01% | 1290 |
|
|
2021
Q4 | $29K | Buy |
+378
| New | +$29K | 0.04% | 767 |
|