Harvest Fund Management’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 |
-2,427
| Closed | -$136K | – | 851 |
|
|
2024
Q4 | $136K | Hold |
2,427
| – | – | 0.01% | 504 |
|
|
2024
Q3 | $134K | Sell |
2,427
-3,398
| -58% | -$188K | 0.01% | 383 |
|
|
2024
Q2 | $257K | Buy |
+5,825
| New | +$257K | 0.02% | 311 |
|
|
2023
Q2 | – | Sell |
-443
| Closed | -$21K | – | 795 |
|
|
2023
Q1 | $21K | Sell |
443
-1,381
| -76% | -$65.5K | ﹤0.01% | 577 |
|
|
2022
Q4 | $72K | Buy |
1,824
+1,548
| +561% | +$61.1K | 0.02% | 407 |
|
|
2022
Q3 | $9K | Hold |
276
| – | – | ﹤0.01% | 676 |
|
|
2022
Q2 | $9K | Hold |
276
| – | – | ﹤0.01% | 631 |
|
|
2022
Q1 | $15K | Sell |
276
-489
| -64% | -$26.6K | ﹤0.01% | 617 |
|
|
2021
Q4 | $60K | Sell |
765
-315
| -29% | -$24.7K | 0.01% | 415 |
|
|
2021
Q3 | $74K | Buy |
1,080
+979
| +969% | +$67.1K | 0.02% | 332 |
|
|
2021
Q2 | $7K | Hold |
101
| – | – | ﹤0.01% | 738 |
|
|
2021
Q1 | $6K | Sell |
101
-20
| -17% | -$1.19K | ﹤0.01% | 774 |
|
|
2020
Q4 | $8K | Buy |
+121
| New | +$8K | ﹤0.01% | 564 |
|