Fulcrum Asset 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
Q1 | – | Hold |
0
| – | -$356K | – | 134 |
|
|
2021
Q4 | – | Hold |
0
| – | -$356K | – | 152 |
|
|
2021
Q3 | – | Hold |
0
| – | -$502K | – | 154 |
|
|
2021
Q2 | – | Hold |
0
| – | -$543K | – | 122 |
|
|
2021
Q1 | – | Hold |
0
| – | -$1.56M | – | 91 |
|
|
2020
Q4 | – | Hold |
0
| – | -$1.13M | – | 75 |
|
|
2020
Q3 | – | Sell |
-28,922
| Closed | -$1.56M | – | 58 |
|
|
2020
Q2 | $1.56M | Buy |
+28,922
| New | +$1.56M | 0.52% | 76 |
|