Ergoteles’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,093
| Closed | -$769K | – | 1625 |
|
|
2023
Q1 | $769K | Buy |
+16,093
| New | +$769K | 0.03% | 591 |
|
|
2021
Q3 | – | Sell |
-47,406
| Closed | -$3.43M | – | 1768 |
|
|
2021
Q2 | $3.43M | Buy |
+47,406
| New | +$3.43M | 0.08% | 289 |
|
|
2021
Q1 | – | Sell |
-38,500
| Closed | -$2.67M | – | 1116 |
|
|
2020
Q4 | $2.67M | Buy |
+38,500
| New | +$2.67M | 0.09% | 219 |
|