Fort Washington Investment Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-19,895
| Closed | -$1.1M | – | 418 |
|
2024
Q3 | $1.1M | Sell |
19,895
-23,037
| -54% | -$1.28M | 0.01% | 277 |
|
2024
Q2 | $1.89M | Hold |
42,932
| – | – | 0.01% | 257 |
|
2024
Q1 | $1.65M | Sell |
42,932
-360
| -0.8% | -$13.9K | 0.01% | 267 |
|
2023
Q4 | $2.07M | Hold |
43,292
| – | – | 0.01% | 246 |
|
2023
Q3 | $1.75M | Hold |
43,292
| – | – | 0.01% | 241 |
|
2023
Q2 | $1.66M | Hold |
43,292
| – | – | 0.01% | 243 |
|
2023
Q1 | $2.07M | Hold |
43,292
| – | – | 0.02% | 237 |
|
2022
Q4 | $1.7M | Sell |
43,292
-9,681
| -18% | -$381K | 0.01% | 245 |
|
2022
Q3 | $1.82M | Sell |
52,973
-6,490
| -11% | -$223K | 0.02% | 247 |
|
2022
Q2 | $1.87M | Sell |
59,463
-619,303
| -91% | -$19.5M | 0.01% | 244 |
|
2022
Q1 | $37.2M | Buy |
678,766
+101,931
| +18% | +$5.58M | 0.24% | 107 |
|
2021
Q4 | $44.7M | Buy |
576,835
+114,907
| +25% | +$8.9M | 0.27% | 97 |
|
2021
Q3 | $31.8M | Sell |
461,928
-12,611
| -3% | -$868K | 0.2% | 111 |
|
2021
Q2 | $34.3M | Buy |
+474,539
| New | +$34.3M | 0.3% | 60 |
|