IFP Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,693
| Closed | -$209K | – | 5096 |
|
|
2025
Q1 | $209K | Buy |
3,693
+1,312
| +55% | +$73.8K | 0.01% | 1153 |
|
|
2024
Q4 | $133K | Buy |
2,381
+2,037
| +592% | +$114K | ﹤0.01% | 1323 |
|
|
2024
Q3 | $19K | Buy |
344
+311
| +942% | +$15.1K | ﹤0.01% | 2166 |
|
|
2024
Q2 | $1.46K | Buy |
+33
| New | +$1.31K | ﹤0.01% | 2897 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$115 | – | 3590 |
|
|
2023
Q2 | $115 | Sell |
3
-100
| -97% | -$4.33K | ﹤0.01% | 3346 |
|
|
2023
Q1 | $2.71K | Sell |
103
-102
| -50% | -$4.44K | ﹤0.01% | 2799 |
|
|
2022
Q4 | $12K | Sell |
205
-71
| -26% | -$2.42K | ﹤0.01% | 3291 |
|
|
2022
Q3 | $8K | Buy |
276
+262
| +1,871% | +$8.88K | ﹤0.01% | 3817 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 4493 |
|
|
2022
Q1 | $1K | Sell |
14
-2
| -13% | -$114 | ﹤0.01% | 4491 |
|
|
2021
Q4 | $1K | Sell |
16
-1,082
| -99% | -$75.6K | ﹤0.01% | 3160 |
|
|
2021
Q3 | $75K | Buy |
1,098
+1,095
| +36,500% | +$80.5K | ﹤0.01% | 1424 |
|
|
2021
Q2 | $0 | Buy |
+3
| New | +$187 | ﹤0.01% | 4575 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4448 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4232 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4074 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3888 |
|
|
2020
Q1 | – | Sell |
-141
| Closed | -$6.4K | – | 3802 |
|
|
2019
Q4 | $6K | Hold |
141
| – | – | ﹤0.01% | 2134 |
|
|
2019
Q3 | $5K | Buy |
+141
| New | +$6.72K | ﹤0.01% | 2362 |
|
