Ingalls & Snyder LLC’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 |
-25,276
| Closed | -$1.11M | – | 449 |
|
|
2024
Q2 | $1.11M | Buy |
25,276
+2,265
| +10% | +$99.8K | 0.05% | 199 |
|
|
2024
Q1 | $886K | Buy |
23,011
+2,770
| +14% | +$107K | 0.04% | 227 |
|
|
2023
Q4 | $968K | Sell |
20,241
-237
| -1% | -$11.3K | 0.04% | 213 |
|
|
2023
Q3 | $829K | Buy |
20,478
+400
| +2% | +$16.2K | 0.04% | 223 |
|
|
2023
Q2 | $768K | Sell |
20,078
-850
| -4% | -$32.5K | 0.04% | 235 |
|
|
2023
Q1 | $1M | Sell |
20,928
-1,450
| -6% | -$69.3K | 0.05% | 204 |
|
|
2022
Q4 | $881K | Sell |
22,378
-3,105
| -12% | -$122K | 0.05% | 208 |
|
|
2022
Q3 | $876K | Buy |
25,483
+2,770
| +12% | +$95.2K | 0.05% | 200 |
|
|
2022
Q2 | $714K | Hold |
22,713
| – | – | 0.04% | 228 |
|
|
2022
Q1 | $1.24M | Buy |
22,713
+634
| +3% | +$34.7K | 0.06% | 192 |
|
|
2021
Q4 | $1.71M | Sell |
22,079
-25,915
| -54% | -$2.01M | 0.08% | 171 |
|
|
2021
Q3 | $3.3M | Sell |
47,994
-568
| -1% | -$39.1K | 0.15% | 123 |
|
|
2021
Q2 | $3.51M | Buy |
48,562
+7,267
| +18% | +$526K | 0.16% | 117 |
|
|
2021
Q1 | $2.64M | Buy |
41,295
+3,485
| +9% | +$223K | 0.12% | 133 |
|
|
2020
Q4 | $2.62M | Buy |
37,810
+8,880
| +31% | +$615K | 0.13% | 128 |
|
|
2020
Q3 | $1.43M | Buy |
28,930
+24,047
| +492% | +$1.19M | 0.1% | 146 |
|
|
2020
Q2 | $249K | Buy |
+4,883
| New | +$249K | 0.01% | 335 |
|