HIM
SMAR

Hillsdale Investment Management’s Smartsheet Inc. SMAR Stock Holding History

Hillsdale Investment Management’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,150
Closed -$624K – 716
2024
Q2 		$624K Buy
14,150
+200
+1% +$8.82K 0.05% 266
2024
Q1 		$537K Sell
13,950
-300
-2% -$11.6K 0.04% 311
2023
Q4 		$681K Buy
14,250
+100
+0.7% +$4.78K 0.06% 226
2023
Q3 		$573K Buy
+14,150
New +$573K 0.05% 230