Global Endowment Management’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-30,054
Closed -$1.44M 103
2023
Q1
$1.44M Sell
30,054
-40,045
-57% -$1.91M 0.15% 53
2022
Q4
$2.76M Sell
70,099
-3,042
-4% -$120K 0.31% 41
2022
Q3
$2.51M Sell
73,141
-110,380
-60% -$3.79M 0.25% 49
2022
Q2
$5.77M Buy
+183,521
New +$5.77M 0.51% 34