Focused Wealth Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15
| Closed | -$1K | – | 1126 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 883 |
|
|
2022
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1044 |
|
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 904 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 901 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 895 |
|
|
2021
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 833 |
|