Kings Point Capital Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $20K | Hold |
366
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $28K | Hold |
366
| – | – | ﹤0.01% | 466 |
|
|
2021
Q3 | $25K | Hold |
366
| – | – | ﹤0.01% | 453 |
|
|
2021
Q2 | $26K | Buy |
366
+184
| +101% | +$13.1K | ﹤0.01% | 422 |
|
|
2021
Q1 | $12K | Hold |
182
| – | – | ﹤0.01% | 507 |
|
|
2020
Q4 | $13K | Buy |
+182
| New | +$13K | ﹤0.01% | 479 |
|