EverSource Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $30K | Buy |
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|
2024
Q3 | $3.54K | Sell |
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|
2024
Q2 | $11.7K | Buy |
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|
2024
Q1 | $7.57K | Sell |
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|
2023
Q4 | $10.6K | Hold |
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|
2023
Q3 | $8.98K | Buy |
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|
2023
Q2 | $7.65K | Hold |
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|
2023
Q1 | $9.56K | Hold |
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|
2022
Q4 | $7.87K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $8K | Buy |
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