DC Investments Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,362
| Closed | -$622K | – | 87 |
|
|
2023
Q3 | $622K | Hold |
15,362
| – | – | 0.78% | 32 |
|
|
2023
Q2 | $588K | Sell |
15,362
-12,062
| -44% | -$461K | 0.68% | 31 |
|
|
2023
Q1 | $1.31M | Sell |
27,424
-51,330
| -65% | -$2.45M | 1.56% | 16 |
|
|
2022
Q4 | $3.1M | Buy |
+78,754
| New | +$3.1M | 3.92% | 9 |
|
|
2018
Q3 | – | Sell |
-20,512
| Closed | -$533K | – | 322 |
|
|
2018
Q2 | $533K | Buy |
+20,512
| New | +$533K | 0.34% | 159 |
|