Janney Montgomery Scott’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 |
-3,914
| Closed | -$219K | – | 2901 |
|
|
2024
Q4 | $219K | Sell |
3,914
-2,300
| -37% | -$129K | ﹤0.01% | 2504 |
|
|
2024
Q3 | $344K | Buy |
+6,214
| New | +$344K | ﹤0.01% | 2207 |
|
|
2024
Q1 | – | Sell |
-4,527
| Closed | -$216K | – | 2848 |
|
|
2023
Q4 | $216K | Buy |
+4,527
| New | +$216K | ﹤0.01% | 2420 |
|
|
2023
Q3 | – | Sell |
-6,663
| Closed | -$255K | – | 2789 |
|
|
2023
Q2 | $255K | Sell |
6,663
-3,121
| -32% | -$119K | ﹤0.01% | 2327 |
|
|
2023
Q1 | $468K | Buy |
9,784
+3,101
| +46% | +$148K | ﹤0.01% | 1771 |
|
|
2022
Q4 | $263K | Buy |
6,683
+89
| +1% | +$3.5K | ﹤0.01% | 2210 |
|
|
2022
Q3 | $227K | Hold |
6,594
| – | – | ﹤0.01% | 2202 |
|
|
2022
Q2 | $207K | Hold |
6,594
| – | – | ﹤0.01% | 2134 |
|
|
2022
Q1 | $361K | Sell |
6,594
-558
| -8% | -$30.5K | ﹤0.01% | 1799 |
|
|
2021
Q4 | $554K | Buy |
7,152
+264
| +4% | +$20.5K | ﹤0.01% | 1653 |
|
|
2021
Q3 | $474K | Sell |
6,888
-288
| -4% | -$19.8K | ﹤0.01% | 1695 |
|
|
2021
Q2 | $519K | Buy |
7,176
+973
| +16% | +$70.4K | ﹤0.01% | 1609 |
|
|
2021
Q1 | $396K | Sell |
6,203
-82
| -1% | -$5.24K | ﹤0.01% | 1691 |
|
|
2020
Q4 | $435K | Buy |
6,285
+259
| +4% | +$17.9K | ﹤0.01% | 1661 |
|
|
2020
Q3 | $298K | Buy |
6,026
+1,555
| +35% | +$76.9K | ﹤0.01% | 1703 |
|
|
2020
Q2 | $228K | Buy |
+4,471
| New | +$228K | ﹤0.01% | 1774 |
|