Envestnet 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 |
-37,701
| Closed | -$2.09M | – | 4432 |
|
|
2024
Q3 | $2.09M | Buy |
37,701
+1,039
| +3% | +$57.5K | ﹤0.01% | 2626 |
|
|
2024
Q2 | $1.62M | Buy |
36,662
+10,901
| +42% | +$481K | ﹤0.01% | 2729 |
|
|
2024
Q1 | $992K | Sell |
25,761
-11,592
| -31% | -$446K | ﹤0.01% | 3041 |
|
|
2023
Q4 | $1.79M | Sell |
37,353
-9,117
| -20% | -$436K | ﹤0.01% | 2539 |
|
|
2023
Q3 | $1.88M | Buy |
46,470
+20,567
| +79% | +$832K | ﹤0.01% | 2410 |
|
|
2023
Q2 | $991K | Sell |
25,903
-1,716
| -6% | -$65.7K | ﹤0.01% | 2755 |
|
|
2023
Q1 | $1.32M | Buy |
27,619
+8,025
| +41% | +$384K | ﹤0.01% | 2468 |
|
|
2022
Q4 | $771K | Buy |
19,594
+3,112
| +19% | +$122K | ﹤0.01% | 2826 |
|
|
2022
Q3 | $566K | Sell |
16,482
-14,670
| -47% | -$504K | ﹤0.01% | 2934 |
|
|
2022
Q2 | $979K | Buy |
31,152
+1,511
| +5% | +$47.5K | ﹤0.01% | 2606 |
|
|
2022
Q1 | $1.62M | Sell |
29,641
-5,817
| -16% | -$319K | ﹤0.01% | 2334 |
|
|
2021
Q4 | $2.75M | Buy |
35,458
+7,155
| +25% | +$554K | ﹤0.01% | 1962 |
|
|
2021
Q3 | $1.95M | Buy |
28,303
+8,941
| +46% | +$615K | ﹤0.01% | 2100 |
|
|
2021
Q2 | $1.4M | Buy |
19,362
+5,464
| +39% | +$395K | ﹤0.01% | 2309 |
|
|
2021
Q1 | $888K | Buy |
13,898
+5,766
| +71% | +$368K | ﹤0.01% | 2479 |
|
|
2020
Q4 | $563K | Sell |
8,132
-2,743
| -25% | -$190K | ﹤0.01% | 2593 |
|
|
2020
Q3 | $537K | Buy |
10,875
+2,601
| +31% | +$128K | ﹤0.01% | 2421 |
|
|
2020
Q2 | $421K | Buy |
+8,274
| New | +$421K | ﹤0.01% | 2505 |
|
|
2019
Q3 | – | Sell |
-6,716
| Closed | -$325K | – | 3176 |
|
|
2019
Q2 | $325K | Buy |
6,716
+710
| +12% | +$34.4K | ﹤0.01% | 2613 |
|
|
2019
Q1 | $245K | Buy |
+6,006
| New | +$245K | ﹤0.01% | 2731 |
|