Cresset Asset Management’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 |
-25,774
| Closed | -$1.43M | – | 2141 |
|
|
2024
Q3 | $1.43M | Buy |
25,774
+10,040
| +64% | +$556K | 0.01% | 968 |
|
|
2024
Q2 | $694K | Buy |
15,734
+4,702
| +43% | +$207K | ﹤0.01% | 1239 |
|
|
2024
Q1 | $425K | Buy |
11,032
+4,793
| +77% | +$185K | ﹤0.01% | 1401 |
|
|
2023
Q4 | $298K | Sell |
6,239
-2,787
| -31% | -$133K | ﹤0.01% | 1470 |
|
|
2023
Q3 | $365K | Buy |
9,026
+2,921
| +48% | +$118K | ﹤0.01% | 1310 |
|
|
2023
Q2 | $234K | Buy |
+6,105
| New | +$234K | ﹤0.01% | 1520 |
|
|
2021
Q3 | – | Sell |
-4,000
| Closed | -$289K | – | 1145 |
|
|
2021
Q2 | $289K | Buy |
+4,000
| New | +$289K | ﹤0.01% | 791 |
|