Evanson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,500
| Closed | -$532K | – | 323 |
|
|
2024
Q4 | $532K | Hold |
9,500
| – | – | 0.04% | 164 |
|
|
2024
Q3 | $526K | Hold |
9,500
| – | – | 0.04% | 171 |
|
|
2024
Q2 | $419K | Hold |
9,500
| – | – | 0.03% | 192 |
|
|
2024
Q1 | $366K | Hold |
9,500
| – | – | 0.03% | 215 |
|
|
2023
Q4 | $454K | Hold |
9,500
| – | – | 0.04% | 185 |
|
|
2023
Q3 | $384K | Hold |
9,500
| – | – | 0.04% | 191 |
|
|
2023
Q2 | $363K | Hold |
9,500
| – | – | 0.03% | 200 |
|
|
2023
Q1 | $454K | Hold |
9,500
| – | – | 0.04% | 169 |
|
|
2022
Q4 | $374K | Sell |
9,500
-167
| -2% | -$6.57K | 0.04% | 182 |
|
|
2022
Q3 | $332K | Buy |
9,667
+167
| +2% | +$5.74K | 0.04% | 193 |
|
|
2022
Q2 | $299K | Sell |
9,500
-105
| -1% | -$3.31K | 0.03% | 211 |
|
|
2022
Q1 | $526K | Buy |
9,605
+105
| +1% | +$5.75K | 0.05% | 161 |
|
|
2021
Q4 | $736K | Hold |
9,500
| – | – | 0.07% | 131 |
|
|
2021
Q3 | $702K | Hold |
9,500
| – | – | 0.07% | 136 |
|
|
2021
Q2 | $687K | Hold |
9,500
| – | – | 0.07% | 134 |
|
|
2021
Q1 | $607K | Hold |
9,500
| – | – | 0.09% | 141 |
|
|
2020
Q4 | $658K | Hold |
9,500
| – | – | 0.1% | 123 |
|
|
2020
Q3 | $469K | Hold |
9,500
| – | – | 0.08% | 139 |
|
|
2020
Q2 | $484K | Hold |
9,500
| – | – | 0.1% | 123 |
|
|
2020
Q1 | $394K | Buy |
9,500
+900
| +10% | +$37.3K | 0.09% | 136 |
|
|
2019
Q4 | $386K | Hold |
8,600
| – | – | 0.08% | 153 |
|
|
2019
Q3 | $310K | Hold |
8,600
| – | – | 0.06% | 177 |
|
|
2019
Q2 | $416K | Hold |
8,600
| – | – | 0.08% | 139 |
|
|
2019
Q1 | $351K | Hold |
8,600
| – | – | 0.07% | 159 |
|
|
2018
Q4 | $214K | Buy |
+8,600
| New | +$214K | 0.05% | 208 |
|