Janney Montgomery Scott’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $219K | Sell |
|
|||||
|
2024
Q3 | $344K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $216K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $255K | Sell |
|
|||||
|
2023
Q1 | $468K | Buy |
|
|||||
|
2022
Q4 | $263K | Buy |
|
|||||
|
2022
Q3 | $227K | Hold |
|
|||||
|
2022
Q2 | $207K | Hold |
|
|||||
|
2022
Q1 | $361K | Sell |
|
|||||
|
2021
Q4 | $554K | Buy |
|
|||||
|
2021
Q3 | $474K | Sell |
|
|||||
|
2021
Q2 | $519K | Buy |
|
|||||
|
2021
Q1 | $396K | Sell |
|
|||||
|
2020
Q4 | $435K | Buy |
|
|||||
|
2020
Q3 | $298K | Buy |
|
|||||
|
2020
Q2 | $228K | Buy |
|