Financial Gravity Asset Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24
| Closed | -$926 | – | 2594 |
|
|
2024
Q1 | $926 | Buy |
+24
| New | +$926 | ﹤0.01% | 1253 |
|
|
2023
Q4 | – | Hold |
0
| – | -$2 | – | 1502 |
|
|
2023
Q3 | – | Sell |
-38
| Closed | -$577 | – | 1225 |
|
|
2023
Q2 | $577 | Buy |
+38
| New | +$577 | ﹤0.01% | 975 |
|
|
2023
Q1 | – | Sell |
-39
| Closed | -$299 | – | 1725 |
|
|
2022
Q4 | $299 | Buy |
+39
| New | +$299 | ﹤0.01% | 880 |
|