Garde 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
Q4
Sell
-1,625
Closed -$112K 296
2021
Q3
$112K Sell
1,625
-375
-19% -$25.8K 0.01% 263
2021
Q2
$145K Hold
2,000
0.02% 235
2021
Q1
$128K Sell
2,000
-431,361
-100% -$27.6M 0.01% 228
2020
Q4
$30M Buy
+433,361
New +$30M 3.66% 6