Duality Advisers’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,103
| Closed | -$866K | – | 778 |
|
|
2023
Q4 | $866K | Sell |
18,103
-998
| -5% | -$47.7K | 0.09% | 330 |
|
|
2023
Q3 | $773K | Buy |
19,101
+3,224
| +20% | +$130K | 0.09% | 344 |
|
|
2023
Q2 | $607K | Sell |
15,877
-43,222
| -73% | -$1.65M | 0.08% | 361 |
|
|
2023
Q1 | $2.82M | Buy |
59,099
+37,675
| +176% | +$1.8M | 0.32% | 105 |
|
|
2022
Q4 | $843K | Buy |
+21,424
| New | +$843K | 0.1% | 343 |
|
|
2022
Q3 | – | Sell |
-89,433
| Closed | -$2.81M | – | 781 |
|
|
2022
Q2 | $2.81M | Buy |
+89,433
| New | +$2.81M | 0.28% | 127 |
|
|
2021
Q3 | – | Sell |
-4,839
| Closed | -$350K | – | 734 |
|
|
2021
Q2 | $350K | Buy |
+4,839
| New | +$350K | 0.03% | 468 |
|