Lindbrook Capital’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-371
| Closed | -$20.8K | – | 2975 |
|
|
2024
Q4 | $20.8K | Buy |
371
+8
| +2% | +$448 | ﹤0.01% | 1271 |
|
|
2024
Q3 | $20.1K | Sell |
363
-2
| -0.5% | -$111 | ﹤0.01% | 1297 |
|
|
2024
Q2 | $16.1K | Buy |
365
+3
| +0.8% | +$132 | ﹤0.01% | 1370 |
|
|
2024
Q1 | $13.9K | Buy |
362
+89
| +33% | +$3.43K | ﹤0.01% | 1388 |
|
|
2023
Q4 | $13.1K | Sell |
273
-91
| -25% | -$4.35K | ﹤0.01% | 1397 |
|
|
2023
Q3 | $14.7K | Buy |
364
+36
| +11% | +$1.46K | ﹤0.01% | 1212 |
|
|
2023
Q2 | $12.5K | Hold |
328
| – | – | ﹤0.01% | 1332 |
|
|
2023
Q1 | $15.7K | Sell |
328
-57
| -15% | -$2.73K | ﹤0.01% | 1192 |
|
|
2022
Q4 | $15.2K | Sell |
385
-104
| -21% | -$4.09K | ﹤0.01% | 1216 |
|
|
2022
Q3 | $17K | Buy |
489
+59
| +14% | +$2.05K | ﹤0.01% | 1087 |
|
|
2022
Q2 | $14K | Buy |
430
+155
| +56% | +$5.05K | ﹤0.01% | 1139 |
|
|
2022
Q1 | $15K | Sell |
275
-48
| -15% | -$2.62K | ﹤0.01% | 1139 |
|
|
2021
Q4 | $25K | Buy |
323
+313
| +3,130% | +$24.2K | ﹤0.01% | 951 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1812 |
|
|
2021
Q2 | $1K | Sell |
10
-25
| -71% | -$2.5K | ﹤0.01% | 1862 |
|
|
2021
Q1 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 1627 |
|