Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,002
| Closed | -$233 | – | 149 |
|
|
2021
Q4 | $233 | Sell |
3,002
-269
| -8% | -$21 | 0.04% | 117 |
|
|
2021
Q3 | $225K | Buy |
3,271
+656
| +25% | +$45.1K | 0.05% | 102 |
|
|
2021
Q2 | $189K | Buy |
+2,615
| New | +$189K | 0.04% | 122 |
|
|
2019
Q4 | – | Sell |
-203
| Closed | -$7K | – | 712 |
|
|
2019
Q3 | $7K | Sell |
203
-1,724
| -89% | -$59.4K | ﹤0.01% | 239 |
|
|
2019
Q2 | $93K | Buy |
+1,927
| New | +$93K | 0.04% | 66 |
|