HLA
SMAR
Hamilton Lane Advisors’s Smartsheet Inc. SMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,946
| Closed | -$534K | – | 51 |
|
|
2023
Q2 | $534K | Hold |
13,946
| – | – | 0.23% | 39 |
|
|
2023
Q1 | $667K | Hold |
13,946
| – | – | 0.22% | 40 |
|
|
2022
Q4 | $549K | Hold |
13,946
| – | – | 0.2% | 47 |
|
|
2022
Q3 | $479K | Hold |
13,946
| – | – | 0.18% | 45 |
|
|
2022
Q2 | $438K | Hold |
13,946
| – | – | 0.17% | 46 |
|
|
2022
Q1 | $764K | Hold |
13,946
| – | – | 0.17% | 44 |
|
|
2021
Q4 | $1.08M | Hold |
13,946
| – | – | 0.14% | 55 |
|
|
2021
Q3 | $960K | Sell |
13,946
-11,621
| -45% | -$800K | 0.16% | 53 |
|
|
2021
Q2 | $1.85M | Buy |
+25,567
| New | +$1.85M | 0.58% | 38 |
|
|
2021
Q1 | – | Sell |
-14,325
| Closed | -$993K | – | 81 |
|
|
2020
Q4 | $993K | Sell |
14,325
-16,490
| -54% | -$1.14M | 0.37% | 34 |
|
|
2020
Q3 | $1.52M | Sell |
30,815
-10,000
| -25% | -$494K | 0.74% | 24 |
|
|
2020
Q2 | $2.08M | Buy |
40,815
+11,219
| +38% | +$571K | 1.11% | 17 |
|
|
2020
Q1 | $1.23M | Sell |
29,596
-15,000
| -34% | -$623K | 0.71% | 24 |
|
|
2019
Q4 | $2M | Sell |
44,596
-39,983
| -47% | -$1.8M | 0.88% | 25 |
|
|
2019
Q3 | $3.05M | Buy |
84,579
+73,924
| +694% | +$2.66M | 1.28% | 12 |
|
|
2019
Q2 | $516K | Sell |
10,655
-175,167
| -94% | -$8.48M | 0.26% | 33 |
|
|
2019
Q1 | $7.58M | Buy |
185,822
+117,493
| +172% | +$4.79M | 4.01% | 5 |
|
|
2018
Q4 | $1.7M | Buy |
+68,329
| New | +$1.7M | 1.48% | 17 |
|