Formula Growth’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 |
-15,796
| Closed | -$608K | – | 129 |
|
|
2024
Q1 | $608K | Hold |
15,796
| – | – | 0.19% | 106 |
|
|
2023
Q4 | $755K | Hold |
15,796
| – | – | 0.24% | 115 |
|
|
2023
Q3 | $639K | Hold |
15,796
| – | – | 0.22% | 116 |
|
|
2023
Q2 | $604K | Hold |
15,796
| – | – | 0.19% | 119 |
|
|
2023
Q1 | $755K | Hold |
15,796
| – | – | 0.24% | 110 |
|
|
2022
Q4 | $622K | Hold |
15,796
| – | – | 0.18% | 115 |
|
|
2022
Q3 | $543K | Hold |
15,796
| – | – | 0.16% | 118 |
|
|
2022
Q2 | $496K | Hold |
15,796
| – | – | 0.14% | 118 |
|
|
2022
Q1 | $865K | Hold |
15,796
| – | – | 0.16% | 122 |
|
|
2021
Q4 | $1.22M | Hold |
15,796
| – | – | 0.22% | 111 |
|
|
2021
Q3 | $1.09M | Hold |
15,796
| – | – | 0.16% | 126 |
|
|
2021
Q2 | $1.14M | Sell |
15,796
-2,394
| -13% | -$173K | 0.16% | 131 |
|
|
2021
Q1 | $1.16M | Hold |
18,190
| – | – | 0.17% | 141 |
|
|
2020
Q4 | $1.26M | Hold |
18,190
| – | – | 0.21% | 115 |
|
|
2020
Q3 | $899K | Hold |
18,190
| – | – | 0.17% | 124 |
|
|
2020
Q2 | $926K | Hold |
18,190
| – | – | 0.16% | 114 |
|
|
2020
Q1 | $755K | Buy |
18,190
+10,000
| +122% | +$415K | 0.14% | 110 |
|
|
2019
Q4 | $368K | Hold |
8,190
| – | – | 0.05% | 135 |
|
|
2019
Q3 | $295K | Hold |
8,190
| – | – | 0.04% | 147 |
|
|
2019
Q2 | $396K | Buy |
+8,190
| New | +$396K | 0.06% | 146 |
|