J.P. Morgan Private Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $224K | Sell |
5,547
-977
| -15% | -$39.5K | ﹤0.01% | 1594 |
|
|
2023
Q2 | $250K | Sell |
6,524
-2,125
| -25% | -$81.3K | ﹤0.01% | 1314 |
|
|
2023
Q1 | $413K | Sell |
8,649
-840
| -9% | -$40.2K | ﹤0.01% | 1548 |
|
|
2022
Q4 | $373K | Sell |
9,489
-9
| -0.1% | -$354 | ﹤0.01% | 1573 |
|
|
2022
Q3 | $326K | Sell |
9,498
-1,369
| -13% | -$47K | ﹤0.01% | 1623 |
|
|
2022
Q2 | $342K | Sell |
10,867
-861
| -7% | -$27.1K | ﹤0.01% | 1599 |
|
|
2022
Q1 | $642K | Sell |
11,728
-11,840
| -50% | -$648K | ﹤0.01% | 1418 |
|
|
2021
Q4 | $1.83M | Sell |
23,568
-2,827
| -11% | -$219K | ﹤0.01% | 947 |
|
|
2021
Q3 | $1.82M | Buy |
26,395
+10,279
| +64% | +$708K | ﹤0.01% | 936 |
|
|
2021
Q2 | $1.17M | Buy |
+16,116
| New | +$1.17M | ﹤0.01% | 1122 |
|
|
2021
Q1 | – | Sell |
-6,882
| Closed | -$477K | – | 1808 |
|
|
2020
Q4 | $477K | Buy |
+6,882
| New | +$477K | ﹤0.01% | 1308 |
|