JP Morgan Private Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $250K | Sell |
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2023
Q1 | $413K | Sell |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $342K | Sell |
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|
2022
Q1 | $642K | Sell |
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|
2021
Q4 | $1.82M | Sell |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $477K | Buy |
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