EverSource Wealth Advisors’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 |
-536
| Closed | -$30K | – | 4218 |
|
|
2024
Q4 | $30K | Buy |
536
+472
| +738% | +$26.4K | ﹤0.01% | 1415 |
|
|
2024
Q3 | $3.54K | Sell |
64
-179
| -74% | -$9.91K | ﹤0.01% | 2356 |
|
|
2024
Q2 | $11.7K | Buy |
243
+43
| +22% | +$2.06K | ﹤0.01% | 1767 |
|
|
2024
Q1 | $7.57K | Sell |
200
-22
| -10% | -$832 | ﹤0.01% | 1837 |
|
|
2023
Q4 | $10.6K | Hold |
222
| – | – | ﹤0.01% | 1531 |
|
|
2023
Q3 | $8.98K | Buy |
222
+22
| +11% | +$890 | ﹤0.01% | 1463 |
|
|
2023
Q2 | $7.65K | Hold |
200
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q1 | $9.56K | Hold |
200
| – | – | ﹤0.01% | 1383 |
|
|
2022
Q4 | $7.87K | Buy |
+200
| New | +$7.87K | ﹤0.01% | 1419 |
|
|
2022
Q3 | – | Sell |
-26
| Closed | – | – | 2170 |
|
|
2022
Q2 | $0 | Hold |
26
| – | – | ﹤0.01% | 1922 |
|
|
2022
Q1 | $2K | Sell |
26
-79
| -75% | -$6.08K | ﹤0.01% | 1603 |
|
|
2021
Q4 | $8K | Buy |
+105
| New | +$8K | ﹤0.01% | 1076 |
|