Fulcrum Capital’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,350
| Closed | -$315K | – | 96 |
|
|
2021
Q2 | $315K | Hold |
4,350
| – | – | 0.08% | 66 |
|
|
2021
Q1 | $278K | Sell |
4,350
-750
| -15% | -$47.9K | 0.08% | 69 |
|
|
2020
Q4 | $353K | Buy |
+5,100
| New | +$353K | 0.11% | 59 |
|
|
2019
Q1 | – | Sell |
-73,146
| Closed | -$1.82M | – | 68 |
|
|
2018
Q4 | $1.82M | Buy |
+73,146
| New | +$1.82M | 0.82% | 37 |
|