Levin Capital Strategies’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,625
| Closed | -$460K | – | 274 |
|
|
2023
Q4 | $460K | Buy |
9,625
+1,255
| +15% | +$60K | 0.05% | 130 |
|
|
2023
Q3 | $339K | Sell |
8,370
-630
| -7% | -$25.5K | 0.04% | 154 |
|
|
2023
Q2 | $344K | Buy |
9,000
+4,000
| +80% | +$153K | 0.04% | 150 |
|
|
2023
Q1 | $239K | Buy |
+5,000
| New | +$239K | 0.03% | 169 |
|
|
2022
Q2 | – | Sell |
-8,000
| Closed | -$438K | – | 319 |
|
|
2022
Q1 | $438K | Buy |
8,000
+3,000
| +60% | +$164K | 0.04% | 153 |
|
|
2021
Q4 | $387K | Buy |
+5,000
| New | +$387K | 0.04% | 193 |
|