Lindbrook Capital’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $20.8K | Buy |
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|
2024
Q3 | $20.1K | Sell |
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|
2024
Q2 | $16.1K | Buy |
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|
2024
Q1 | $13.9K | Buy |
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|
2023
Q4 | $13.1K | Sell |
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|
2023
Q3 | $14.7K | Buy |
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|
2023
Q2 | $12.5K | Hold |
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|
2023
Q1 | $15.7K | Sell |
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|
2022
Q4 | $15.2K | Sell |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $15K | Sell |
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|
2021
Q4 | $25K | Buy |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $2K | Buy |
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