CPWM LLC’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.95M | Sell |
56,731
-225
| -0.4% | -$7.73K | 0.18% | 85 |
|
|
2022
Q2 | $1.79M | Sell |
56,956
-719
| -1% | -$22.6K | 0.16% | 103 |
|
|
2022
Q1 | $3.16M | Sell |
57,675
-8,299
| -13% | -$455K | 0.23% | 71 |
|
|
2021
Q4 | $4.54M | Hold |
65,974
| – | – | 0.36% | 54 |
|
|
2021
Q3 | $4.54M | Sell |
65,974
-10,000
| -13% | -$688K | 0.42% | 45 |
|
|
2021
Q2 | $5.49M | Sell |
75,974
-6,192
| -8% | -$448K | 0.41% | 42 |
|
|
2021
Q1 | $5.25M | Sell |
82,166
-5,622
| -6% | -$359K | 0.45% | 44 |
|
|
2020
Q4 | $6.08M | Sell |
87,788
-23,318
| -21% | -$1.62M | 0.55% | 41 |
|
|
2020
Q3 | $5.49M | Sell |
111,106
-9,075
| -8% | -$448K | 0.58% | 39 |
|
|
2020
Q2 | $6.12M | Sell |
120,181
-43,154
| -26% | -$2.2M | 0.7% | 32 |
|
|
2020
Q1 | $6.78M | Buy |
+163,335
| New | +$6.78M | 0.99% | 24 |
|