Invictus RG’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,101
| Closed | -$146K | – | 48 |
|
|
2020
Q4 | $146K | Buy |
+2,101
| New | +$146K | 1.49% | 23 |
|
|
2020
Q2 | – | Sell |
-17,099
| Closed | -$710K | – | 29 |
|
|
2020
Q1 | $710K | Buy |
+17,099
| New | +$710K | 2.54% | 10 |
|
|
2019
Q3 | – | Sell |
-15,704
| Closed | -$760K | – | 32 |
|
|
2019
Q2 | $760K | Sell |
15,704
-3,244
| -17% | -$157K | 3.59% | 18 |
|
|
2019
Q1 | $773K | Buy |
+18,948
| New | +$773K | 2.96% | 8 |
|