FRG Family Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,778
| Closed | -$380K | – | 148 |
|
|
2024
Q4 | $380K | Hold |
6,778
| – | – | 0.07% | 113 |
|
|
2024
Q3 | $375K | Hold |
6,778
| – | – | 0.07% | 119 |
|
|
2024
Q2 | $307K | Hold |
6,778
| – | – | 0.06% | 121 |
|
|
2024
Q1 | $256K | Hold |
6,778
| – | – | 0.05% | 128 |
|
|
2023
Q4 | $324K | Hold |
6,778
| – | – | 0.07% | 118 |
|
|
2023
Q3 | $274K | Hold |
6,778
| – | – | 0.06% | 124 |
|
|
2023
Q2 | $259K | Hold |
6,778
| – | – | 0.06% | 122 |
|
|
2023
Q1 | $324K | Hold |
6,778
| – | – | 0.07% | 122 |
|
|
2022
Q4 | $267K | Hold |
6,778
| – | – | 0.06% | 128 |
|
|
2022
Q3 | $233K | Hold |
6,778
| – | – | 0.06% | 128 |
|
|
2022
Q2 | $213K | Hold |
6,778
| – | – | 0.05% | 135 |
|
|
2022
Q1 | $371K | Hold |
6,778
| – | – | 0.07% | 117 |
|
|
2021
Q4 | $525K | Hold |
6,778
| – | – | 0.1% | 104 |
|
|
2021
Q3 | $466K | Hold |
6,778
| – | – | 0.09% | 99 |
|
|
2021
Q2 | $490K | Hold |
6,778
| – | – | 0.09% | 103 |
|
|
2021
Q1 | $433K | Buy |
6,778
+716
| +12% | +$45.7K | 0.09% | 100 |
|
|
2020
Q4 | $420K | Hold |
6,062
| – | – | 0.09% | 97 |
|
|
2020
Q3 | $300K | Sell |
6,062
-2,000
| -25% | -$99K | 0.07% | 109 |
|
|
2020
Q2 | $411K | Buy |
8,062
+1,838
| +30% | +$93.7K | 0.11% | 94 |
|
|
2020
Q1 | $258K | Hold |
6,224
| – | – | 0.08% | 99 |
|
|
2019
Q4 | $280K | Hold |
6,224
| – | – | 0.07% | 108 |
|
|
2019
Q3 | $224K | Hold |
6,224
| – | – | 0.06% | 117 |
|
|
2019
Q2 | $301K | Buy |
+6,224
| New | +$301K | 0.08% | 109 |
|