Farther Finance 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 |
-274
| Closed | -$15.4K | – | 4488 |
|
|
2024
Q4 | $15.4K | Sell |
274
-447
| -62% | -$25K | ﹤0.01% | 2198 |
|
|
2024
Q3 | $39.9K | Buy |
721
+398
| +123% | +$22K | ﹤0.01% | 1767 |
|
|
2024
Q2 | $14.4K | Buy |
323
+280
| +651% | +$12.5K | ﹤0.01% | 1917 |
|
|
2024
Q1 | $1.65K | Sell |
43
-10
| -19% | -$384 | ﹤0.01% | 2567 |
|
|
2023
Q4 | $2.53K | Buy |
+53
| New | +$2.53K | ﹤0.01% | 2331 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2716 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2596 |
|