Glassman Wealth Services’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41
| Closed | -$1.96K | – | 1931 |
|
|
2023
Q4 | $1.96K | Hold |
41
| – | – | ﹤0.01% | 1353 |
|
|
2023
Q3 | $1.66K | Hold |
41
| – | – | ﹤0.01% | 1392 |
|
|
2023
Q2 | $1.57K | Hold |
41
| – | – | ﹤0.01% | 1322 |
|
|
2023
Q1 | $1.96K | Hold |
41
| – | – | ﹤0.01% | 1252 |
|
|
2022
Q4 | $1.61K | Sell |
41
-90
| -69% | -$3.54K | ﹤0.01% | 1305 |
|
|
2022
Q3 | $5K | Sell |
131
-20
| -13% | -$763 | ﹤0.01% | 1019 |
|
|
2022
Q2 | $5K | Buy |
151
+133
| +739% | +$4.4K | ﹤0.01% | 1039 |
|
|
2022
Q1 | $1K | Sell |
18
-2
| -10% | -$111 | ﹤0.01% | 1573 |
|
|
2021
Q4 | $2K | Buy |
20
+13
| +186% | +$1.3K | ﹤0.01% | 1267 |
|
|
2021
Q3 | $0 | Buy |
7
+4
| +133% | – | ﹤0.01% | 1860 |
|
|
2021
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1699 |
|
|
2019
Q3 | – | Sell |
-4
| Closed | – | – | 1424 |
|
|
2019
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1419 |
|