IFWM
SMAR
Institute for Wealth Management’s Smartsheet Inc. SMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,396
| Closed | -$246K | – | 550 |
|
|
2024
Q4 | $246K | Sell |
4,396
-25
| -0.6% | -$1.4K | 0.03% | 444 |
|
|
2024
Q3 | $245K | Buy |
+4,421
| New | +$245K | 0.03% | 471 |
|
|
2024
Q1 | – | Sell |
-4,396
| Closed | -$210K | – | 525 |
|
|
2023
Q4 | $210K | Buy |
+4,396
| New | +$210K | 0.03% | 446 |
|
|
2023
Q2 | – | Sell |
-4,396
| Closed | -$210K | – | 464 |
|
|
2023
Q1 | $210K | Buy |
+4,396
| New | +$210K | 0.04% | 415 |
|
|
2022
Q2 | – | Sell |
-4,396
| Closed | -$241K | – | 559 |
|
|
2022
Q1 | $241K | Hold |
4,396
| – | – | 0.04% | 475 |
|
|
2021
Q4 | $340K | Hold |
4,396
| – | – | 0.06% | 351 |
|
|
2021
Q3 | $303K | Hold |
4,396
| – | – | 0.05% | 371 |
|
|
2021
Q2 | $318K | Buy |
4,396
+559
| +15% | +$40.4K | 0.06% | 357 |
|
|
2021
Q1 | $245K | Sell |
3,837
-869
| -18% | -$55.5K | 0.05% | 400 |
|
|
2020
Q4 | $326K | Buy |
4,706
+100
| +2% | +$6.93K | 0.06% | 328 |
|
|
2020
Q3 | $228K | Buy |
+4,606
| New | +$228K | 0.05% | 375 |
|
|
2020
Q1 | – | Sell |
-8,623
| Closed | -$387K | – | 688 |
|
|
2019
Q4 | $387K | Buy |
+8,623
| New | +$387K | 0.09% | 297 |
|
|
2019
Q3 | – | Sell |
-27,970
| Closed | -$1.35M | – | 475 |
|
|
2019
Q2 | $1.35M | Buy |
27,970
+15,655
| +127% | +$758K | 0.3% | 84 |
|
|
2019
Q1 | $502K | Hold |
12,315
| – | – | 0.11% | 243 |
|
|
2018
Q4 | $306K | Buy |
+12,315
| New | +$306K | 0.13% | 195 |
|