Evergreen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,644
| Closed | -$764K | – | 1192 |
|
|
2024
Q4 | $764K | Hold |
13,644
| – | – | 0.02% | 394 |
|
|
2024
Q3 | $755K | Buy |
13,644
+58
| +0.4% | +$3.21K | 0.03% | 382 |
|
|
2024
Q2 | $599K | Sell |
13,586
-230
| -2% | -$10.1K | 0.02% | 426 |
|
|
2024
Q1 | $532K | Sell |
13,816
-6
| -0% | -$231 | 0.02% | 437 |
|
|
2023
Q4 | $661K | Buy |
+13,822
| New | +$661K | 0.03% | 362 |
|