Janiczek Wealth 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 | $485 | Hold |
11
| – | – | ﹤0.01% | 1004 |
|
|
2024
Q1 | $424 | Hold |
11
| – | – | ﹤0.01% | 1013 |
|
|
2023
Q4 | $527 | Hold |
11
| – | – | ﹤0.01% | 996 |
|
|
2023
Q3 | $446 | Hold |
11
| – | – | ﹤0.01% | 988 |
|
|
2023
Q2 | $421 | Hold |
11
| – | – | ﹤0.01% | 921 |
|
|
2023
Q1 | $490 | Hold |
11
| – | – | ﹤0.01% | 909 |
|
|
2022
Q4 | $448 | Buy |
+11
| New | +$448 | ﹤0.01% | 921 |
|
|
2022
Q2 | – | Sell |
-22
| Closed | -$1K | – | 1094 |
|
|
2022
Q1 | $1K | Sell |
22
-113
| -84% | -$5.14K | ﹤0.01% | 921 |
|
|
2021
Q4 | $10K | Hold |
135
| – | – | ﹤0.01% | 598 |
|
|
2021
Q3 | $9K | Hold |
135
| – | – | ﹤0.01% | 599 |
|
|
2021
Q2 | $10K | Sell |
135
-170
| -56% | -$12.6K | ﹤0.01% | 561 |
|
|
2021
Q1 | $19K | Buy |
305
+120
| +65% | +$7.48K | 0.01% | 415 |
|
|
2020
Q4 | $13K | Buy |
185
+142
| +330% | +$9.98K | 0.01% | 426 |
|
|
2020
Q3 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 533 |
|