Dynamic Technology Lab’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 |
-5,028
| Closed | -$278K | – | 1430 |
|
|
2024
Q3 | $278K | Sell |
5,028
-36,801
| -88% | -$2.03M | 0.03% | 771 |
|
|
2024
Q2 | $1.84M | Sell |
41,829
-28,207
| -40% | -$1.24M | 0.21% | 154 |
|
|
2024
Q1 | $2.7M | Buy |
+70,036
| New | +$2.7M | 0.29% | 56 |
|
|
2023
Q4 | – | Sell |
-42,742
| Closed | -$1.73M | – | 1469 |
|
|
2023
Q3 | $1.73M | Sell |
42,742
-12,610
| -23% | -$510K | 0.17% | 123 |
|
|
2023
Q2 | $2.12M | Sell |
55,352
-35,968
| -39% | -$1.38M | 0.27% | 79 |
|
|
2023
Q1 | $4.37M | Buy |
91,320
+74,400
| +440% | +$3.56M | 0.4% | 19 |
|
|
2022
Q4 | $666K | Buy |
+16,920
| New | +$666K | 0.07% | 485 |
|
|
2022
Q3 | – | Sell |
-46,070
| Closed | -$1.45M | – | 1606 |
|
|
2022
Q2 | $1.45M | Buy |
+46,070
| New | +$1.45M | 0.16% | 197 |
|
|
2021
Q4 | – | Sell |
-16,018
| Closed | -$1.1M | – | 1566 |
|
|
2021
Q3 | $1.1M | Buy |
+16,018
| New | +$1.1M | 0.13% | 243 |
|
|
2020
Q3 | – | Sell |
-5,663
| Closed | -$288K | – | 1414 |
|
|
2020
Q2 | $288K | Buy |
5,663
+313
| +6% | +$15.9K | 0.04% | 686 |
|
|
2020
Q1 | $222K | Buy |
+5,350
| New | +$222K | 0.04% | 719 |
|
|
2019
Q4 | – | Sell |
-8,029
| Closed | -$289K | – | 1369 |
|
|
2019
Q3 | $289K | Buy |
+8,029
| New | +$289K | 0.05% | 677 |
|