Institute for Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $340K | Hold |
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|
2021
Q3 | $303K | Hold |
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|
2021
Q2 | $318K | Buy |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $387K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $502K | Hold |
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|
2018
Q4 | $306K | Buy |
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