Jefferies Group’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,071
| Closed | -$387K | – | 1312 |
|
|
2022
Q1 | $387K | Sell |
7,071
-3,929
| -36% | -$215K | ﹤0.01% | 685 |
|
|
2021
Q4 | $852K | Sell |
11,000
-250
| -2% | -$19.4K | 0.01% | 599 |
|
|
2021
Q3 | $774K | Buy |
+11,250
| New | +$774K | 0.01% | 629 |
|
|
2021
Q2 | – | Sell |
-4,501
| Closed | -$288K | – | 1385 |
|
|
2021
Q1 | $288K | Sell |
4,501
-29
| -0.6% | -$1.85K | ﹤0.01% | 816 |
|
|
2020
Q4 | $314K | Sell |
4,530
-5,470
| -55% | -$379K | ﹤0.01% | 772 |
|
|
2020
Q3 | $494K | Sell |
10,000
-4,000
| -29% | -$198K | 0.01% | 593 |
|
|
2020
Q2 | $713 | Buy |
+14,000
| New | +$713 | 0.01% | 483 |
|
|
2019
Q3 | – | Sell |
-6,000
| Closed | -$290K | – | 1989 |
|
|
2019
Q2 | $290K | Buy |
+6,000
| New | +$290K | ﹤0.01% | 1157 |
|