KCM Investment Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,321
| Closed | -$239K | – | 389 |
|
|
2024
Q3 | $239K | Buy |
+4,321
| New | +$239K | 0.01% | 349 |
|
|
2024
Q1 | – | Sell |
-4,321
| Closed | -$207K | – | 389 |
|
|
2023
Q4 | $207K | Buy |
+4,321
| New | +$207K | 0.01% | 358 |
|
|
2023
Q2 | – | Sell |
-4,321
| Closed | -$207K | – | 413 |
|
|
2023
Q1 | $207K | Sell |
4,321
-2,467
| -36% | -$118K | 0.01% | 392 |
|
|
2022
Q4 | $267K | Sell |
6,788
-2,800
| -29% | -$110K | 0.01% | 348 |
|
|
2022
Q3 | $329K | Hold |
9,588
| – | – | 0.02% | 298 |
|
|
2022
Q2 | $301K | Sell |
9,588
-200
| -2% | -$6.28K | 0.01% | 328 |
|
|
2022
Q1 | $536K | Hold |
9,788
| – | – | 0.02% | 273 |
|
|
2021
Q4 | $758K | Sell |
9,788
-1,287
| -12% | -$99.7K | 0.03% | 237 |
|
|
2021
Q3 | $762K | Sell |
11,075
-3,755
| -25% | -$258K | 0.03% | 223 |
|
|
2021
Q2 | $1.07M | Buy |
+14,830
| New | +$1.07M | 0.04% | 199 |
|