CVA Family Office’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 |
-27
| Closed | -$1.51K | – | 1484 |
|
|
2024
Q4 | $1.51K | Hold |
27
| – | – | ﹤0.01% | 1035 |
|
|
2024
Q3 | $1.5K | Hold |
27
| – | – | ﹤0.01% | 1016 |
|
|
2024
Q2 | $1.19K | Buy |
+27
| New | +$1.19K | ﹤0.01% | 1047 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | – | – | 1020 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 954 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1008 |
|
|
2022
Q1 | – | Sell |
-253
| Closed | -$20K | – | 1007 |
|
|
2021
Q4 | $20K | Buy |
+253
| New | +$20K | 0.01% | 533 |
|
|
2021
Q3 | – | Sell |
-253
| Closed | -$18K | – | 917 |
|
|
2021
Q2 | $18K | Buy |
+253
| New | +$18K | 0.01% | 557 |
|