InceptionR’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,883
| Closed | -$303K | – | 916 |
|
|
2024
Q2 | $303K | Sell |
6,883
-27,148
| -80% | -$1.2M | 0.09% | 410 |
|
|
2024
Q1 | $1.31M | Buy |
34,031
+25,206
| +286% | +$970K | 0.34% | 79 |
|
|
2023
Q4 | $422K | Buy |
+8,825
| New | +$422K | 0.3% | 136 |
|
|
2023
Q1 | – | Sell |
-8,232
| Closed | -$324K | – | 619 |
|
|
2022
Q4 | $324K | Buy |
+8,232
| New | +$324K | 0.17% | 265 |
|