Echo Street Capital 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 |
-35,326
| Closed | -$1.43M | – | 445 |
|
|
2023
Q3 | $1.43M | Buy |
35,326
+5,022
| +17% | +$203K | 0.01% | 112 |
|
|
2023
Q2 | $1.16M | Buy |
30,304
+17,190
| +131% | +$658K | 0.01% | 127 |
|
|
2023
Q1 | $627K | Buy |
+13,114
| New | +$627K | 0.01% | 208 |
|
|
2022
Q3 | – | Sell |
-10,417
| Closed | -$327K | – | 708 |
|
|
2022
Q2 | $327K | Buy |
+10,417
| New | +$327K | ﹤0.01% | 408 |
|
|
2022
Q1 | – | Sell |
-10,218
| Closed | -$791K | – | 766 |
|
|
2021
Q4 | $791K | Buy |
10,218
+4,519
| +79% | +$350K | 0.01% | 310 |
|
|
2021
Q3 | $392K | Sell |
5,699
-2,201
| -28% | -$151K | ﹤0.01% | 474 |
|
|
2021
Q2 | $571K | Buy |
7,900
+1,018
| +15% | +$73.6K | ﹤0.01% | 329 |
|
|
2021
Q1 | $440K | Buy |
6,882
+3,786
| +122% | +$242K | ﹤0.01% | 333 |
|
|
2020
Q4 | $215K | Buy |
+3,096
| New | +$215K | ﹤0.01% | 348 |
|