Ironwood Investment Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,635
| Closed | -$652K | – | 170 |
|
|
2024
Q4 | $652K | Buy |
11,635
+183
| +2% | +$10.3K | 0.32% | 88 |
|
|
2024
Q3 | $634K | Buy |
11,452
+192
| +2% | +$10.6K | 0.31% | 89 |
|
|
2024
Q2 | $496K | Sell |
11,260
-33
| -0.3% | -$1.46K | 0.27% | 103 |
|
|
2024
Q1 | $435K | Sell |
11,293
-47
| -0.4% | -$1.81K | 0.21% | 111 |
|
|
2023
Q4 | $542K | Sell |
11,340
-78
| -0.7% | -$3.73K | 0.29% | 93 |
|
|
2023
Q3 | $462K | Sell |
11,418
-221
| -2% | -$8.94K | 0.28% | 93 |
|
|
2023
Q2 | $445K | Sell |
11,639
-656
| -5% | -$25.1K | 0.26% | 99 |
|
|
2023
Q1 | $588K | Buy |
12,295
+197
| +2% | +$9.42K | 0.37% | 86 |
|
|
2022
Q4 | $476K | Sell |
12,098
-368
| -3% | -$14.5K | 0.31% | 98 |
|
|
2022
Q3 | $428K | Sell |
12,466
-82
| -0.7% | -$2.82K | 0.3% | 107 |
|
|
2022
Q2 | $394K | Buy |
12,548
+1
| +0% | +$31 | 0.26% | 115 |
|
|
2022
Q1 | $687K | Buy |
12,547
+135
| +1% | +$7.39K | 0.37% | 95 |
|
|
2021
Q4 | $961K | Buy |
12,412
+312
| +3% | +$24.2K | 0.48% | 72 |
|
|
2021
Q3 | $833K | Buy |
12,100
+12
| +0.1% | +$826 | 0.43% | 79 |
|
|
2021
Q2 | $874K | Sell |
12,088
-265
| -2% | -$19.2K | 0.44% | 83 |
|
|
2021
Q1 | $790K | Buy |
12,353
+110
| +0.9% | +$7.04K | 0.42% | 84 |
|
|
2020
Q4 | $848K | Sell |
12,243
-346
| -3% | -$24K | 0.5% | 73 |
|
|
2020
Q3 | $622K | Sell |
12,589
-4
| -0% | -$198 | 0.44% | 84 |
|
|
2020
Q2 | $641K | Sell |
12,593
-77
| -0.6% | -$3.92K | 0.5% | 84 |
|
|
2020
Q1 | $526K | Buy |
12,670
+4,546
| +56% | +$189K | 0.53% | 71 |
|
|
2019
Q4 | $365K | Sell |
8,124
-596
| -7% | -$26.8K | 0.25% | 120 |
|
|
2019
Q3 | $314K | Sell |
8,720
-34
| -0.4% | -$1.22K | 0.24% | 122 |
|
|
2019
Q2 | $424K | Sell |
8,754
-5
| -0.1% | -$242 | 0.33% | 105 |
|
|
2019
Q1 | $357K | Buy |
+8,759
| New | +$357K | 0.29% | 116 |
|