Grandeur Peak Global Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-21,664
| Closed | -$1.2M | – | 146 |
|
2024
Q3 | $1.2M | Sell |
21,664
-1,362
| -6% | -$75.4K | 0.1% | 101 |
|
2024
Q2 | $1.01M | Hold |
23,026
| – | – | 0.08% | 98 |
|
2024
Q1 | $887K | Sell |
23,026
-78,480
| -77% | -$3.02M | 0.07% | 102 |
|
2023
Q4 | $4.85M | Buy |
101,506
+76,313
| +303% | +$3.65M | 0.34% | 59 |
|
2023
Q3 | $1.02M | Hold |
25,193
| – | – | 0.08% | 90 |
|
2023
Q2 | $964K | Buy |
25,193
+6,422
| +34% | +$246K | 0.07% | 91 |
|
2023
Q1 | $897K | Hold |
18,771
| – | – | 0.05% | 93 |
|
2022
Q4 | $739K | Buy |
+18,771
| New | +$739K | 0.04% | 91 |
|