Geneos Wealth Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-400
| Closed | -$23K | – | 3156 |
|
|
2021
Q1 | $23K | Buy |
+400
| New | +$23K | ﹤0.01% | 2017 |
|
|
2020
Q4 | – | Sell |
-150
| Closed | -$7K | – | 3023 |
|
|
2020
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 2092 |
|
|
2020
Q2 | $7K | Sell |
150
-300
| -67% | -$14K | ﹤0.01% | 2059 |
|
|
2020
Q1 | $19K | Hold |
450
| – | – | ﹤0.01% | 1543 |
|
|
2019
Q4 | $19K | Buy |
450
+300
| +200% | +$12.7K | ﹤0.01% | 1717 |
|
|
2019
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 2126 |
|
|
2019
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 2045 |
|
|
2019
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 2012 |
|
|
2018
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 2151 |
|
|
2018
Q3 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 2140 |
|