Highland Private Wealth Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,006
| Closed | -$233K | – | 201 |
|
|
2021
Q4 | $233K | Buy |
3,006
+6
| +0.2% | +$465 | 0.03% | 165 |
|
|
2021
Q3 | $206K | Hold |
3,000
| – | – | 0.03% | 169 |
|
|
2021
Q2 | $217K | Buy |
+3,000
| New | +$217K | 0.03% | 159 |
|
|
2021
Q1 | – | Sell |
-3,000
| Closed | -$208K | – | 158 |
|
|
2020
Q4 | $208K | Buy |
+3,000
| New | +$208K | 0.04% | 139 |
|
|
2020
Q1 | – | Sell |
-21,671
| Closed | -$973K | – | 137 |
|
|
2019
Q4 | $973K | Buy |
+21,671
| New | +$973K | 0.23% | 43 |
|
|
2019
Q3 | – | Sell |
-19,787
| Closed | -$958K | – | 139 |
|
|
2019
Q2 | $958K | Buy |
+19,787
| New | +$958K | 0.27% | 37 |
|