Institutional & Family Asset Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $793 | Sell |
18
-8
| -31% | -$352 | ﹤0.01% | 665 |
|
|
2024
Q1 | $1K | Buy |
26
+8
| +44% | +$308 | ﹤0.01% | 635 |
|
|
2023
Q4 | $861 | Hold |
18
| – | – | ﹤0.01% | 625 |
|
|
2023
Q3 | $728 | Hold |
18
| – | – | ﹤0.01% | 638 |
|
|
2023
Q2 | $689 | Hold |
18
| – | – | ﹤0.01% | 655 |
|
|
2023
Q1 | $860 | Buy |
18
+5
| +38% | +$239 | ﹤0.01% | 642 |
|
|
2022
Q4 | $512 | Hold |
13
| – | – | ﹤0.01% | 655 |
|
|
2022
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 795 |
|
|
2022
Q2 | $0 | Buy |
13
+5
| +63% | – | ﹤0.01% | 815 |
|
|
2022
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 846 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 773 |
|