FinTrust Capital Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37
| Closed | -$1.46K | – | 1349 |
|
|
2023
Q2 | $1.46K | Hold |
37
| – | – | ﹤0.01% | 1053 |
|
|
2023
Q1 | $1.46K | Hold |
37
| – | – | ﹤0.01% | 1048 |
|
|
2022
Q4 | $1.46K | Sell |
37
-129
| -78% | -$5.08K | ﹤0.01% | 1050 |
|
|
2022
Q3 | $6K | Sell |
166
-122
| -42% | -$4.41K | ﹤0.01% | 1002 |
|
|
2022
Q2 | $9K | Sell |
288
-8
| -3% | -$250 | ﹤0.01% | 931 |
|
|
2022
Q1 | $16K | Sell |
296
-16
| -5% | -$865 | ﹤0.01% | 816 |
|
|
2021
Q4 | $24K | Buy |
312
+39
| +14% | +$3K | 0.01% | 700 |
|
|
2021
Q3 | $19K | Buy |
273
+126
| +86% | +$8.77K | 0.01% | 749 |
|
|
2021
Q2 | $11K | Buy |
147
+19
| +15% | +$1.42K | ﹤0.01% | 913 |
|
|
2021
Q1 | $8K | Sell |
128
-11
| -8% | -$688 | ﹤0.01% | 947 |
|
|
2020
Q4 | $10K | Hold |
139
| – | – | ﹤0.01% | 841 |
|
|
2020
Q3 | $7 | Buy |
139
+109
| +363% | +$5 | ﹤0.01% | 904 |
|
|
2020
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 964 |
|