EFG Asset Management’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 |
-37,975
| Closed | -$2.1M | – | 199 |
|
|
2024
Q3 | $2.1M | Buy |
37,975
+11,701
| +45% | +$648K | 0.35% | 126 |
|
|
2024
Q2 | $1.16M | Sell |
26,274
-6,772
| -20% | -$299K | 0.2% | 173 |
|
|
2024
Q1 | $1.27M | Buy |
33,046
+1,865
| +6% | +$71.8K | 0.22% | 172 |
|
|
2023
Q4 | $1.49M | Sell |
31,181
-775
| -2% | -$37.1K | 0.28% | 141 |
|
|
2023
Q3 | $1.29M | Buy |
31,956
+16,784
| +111% | +$679K | 0.31% | 117 |
|
|
2023
Q2 | $580K | Buy |
+15,172
| New | +$580K | 0.12% | 187 |
|