Lee Capital Holdings’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-75,972
| Closed | -$2.39M | – | 60 |
|
|
2022
Q2 | $2.39M | Buy |
+75,972
| New | +$2.39M | 1.87% | 17 |
|
|
2022
Q1 | – | Sell |
-28,975
| Closed | -$2.24M | – | 75 |
|
|
2021
Q4 | $2.24M | Buy |
+28,975
| New | +$2.24M | 1.18% | 28 |
|
|
2020
Q4 | – | Sell |
-23,005
| Closed | -$1.14M | – | 92 |
|
|
2020
Q3 | $1.14M | Buy |
+23,005
| New | +$1.14M | 0.67% | 41 |
|
|
2020
Q2 | – | Sell |
-9,990
| Closed | -$415K | – | 63 |
|
|
2020
Q1 | $415K | Buy |
+9,990
| New | +$415K | 0.34% | 55 |
|