Level Four Advisory Services’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,388
| Closed | -$397K | – | 867 |
|
|
2023
Q2 | $397K | Buy |
10,388
+1,025
| +11% | +$39.2K | 0.02% | 542 |
|
|
2023
Q1 | $448K | Buy |
+9,363
| New | +$448K | 0.03% | 454 |
|
|
2022
Q2 | – | Sell |
-3,790
| Closed | -$208K | – | 666 |
|
|
2022
Q1 | $208K | Buy |
+3,790
| New | +$208K | 0.02% | 596 |
|
|
2021
Q4 | – | Sell |
-4,283
| Closed | -$295K | – | 674 |
|
|
2021
Q3 | $295K | Buy |
4,283
+412
| +11% | +$28.4K | 0.03% | 394 |
|
|
2021
Q2 | $280K | Buy |
+3,871
| New | +$280K | 0.02% | 546 |
|