Guggenheim Capital’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,653
| Closed | -$1.33M | – | 1724 |
|
|
2024
Q4 | $1.33M | Buy |
23,653
+205
| +0.9% | +$11.5K | 0.01% | 788 |
|
|
2024
Q3 | $1.3M | Buy |
23,448
+3,315
| +16% | +$184K | 0.01% | 981 |
|
|
2024
Q2 | $887K | Buy |
20,133
+11,791
| +141% | +$520K | 0.01% | 1181 |
|
|
2024
Q1 | $321K | Buy |
+8,342
| New | +$321K | ﹤0.01% | 1642 |
|
|
2023
Q4 | – | Sell |
-6,640
| Closed | -$269K | – | 1970 |
|
|
2023
Q3 | $269K | Buy |
+6,640
| New | +$269K | ﹤0.01% | 1661 |
|
|
2021
Q2 | – | Sell |
-3,486
| Closed | -$223K | – | 2238 |
|
|
2021
Q1 | $223K | Sell |
3,486
-319
| -8% | -$20.4K | ﹤0.01% | 2049 |
|
|
2020
Q4 | $264K | Sell |
3,805
-5,108
| -57% | -$354K | ﹤0.01% | 1874 |
|
|
2020
Q3 | $440K | Buy |
8,913
+2,634
| +42% | +$130K | ﹤0.01% | 1490 |
|
|
2020
Q2 | $320K | Buy |
+6,279
| New | +$320K | ﹤0.01% | 1591 |
|