D.A. Davidson & Co’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-37,230
| Closed | -$1.43M | – | 1412 |
|
|
2024
Q1 | $1.43M | Buy |
+37,230
| New | +$1.43M | 0.01% | 619 |
|
|
2021
Q1 | – | Sell |
-5,525
| Closed | -$383K | – | 1182 |
|
|
2020
Q4 | $383K | Buy |
5,525
+1,139
| +26% | +$79K | 0.01% | 785 |
|
|
2020
Q3 | $217K | Sell |
4,386
-3,144
| -42% | -$156K | ﹤0.01% | 860 |
|
|
2020
Q2 | $383K | Buy |
7,530
+2,649
| +54% | +$135K | 0.01% | 692 |
|
|
2020
Q1 | $203K | Buy |
4,881
+220
| +5% | +$9.15K | ﹤0.01% | 867 |
|
|
2019
Q4 | $209K | Buy |
+4,661
| New | +$209K | ﹤0.01% | 945 |
|
|
2019
Q3 | – | Sell |
-4,276
| Closed | -$207K | – | 1032 |
|
|
2019
Q2 | $207K | Buy |
+4,276
| New | +$207K | ﹤0.01% | 901 |
|