Mackenzie Financial’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,891
| Closed | -$215K | – | 1806 |
|
|
2024
Q3 | $215K | Sell |
3,891
-35,009
| -90% | -$1.94M | ﹤0.01% | 1352 |
|
|
2024
Q2 | $1.71M | Buy |
38,900
+9,594
| +33% | +$423K | ﹤0.01% | 761 |
|
|
2024
Q1 | $1.13M | Buy |
29,306
+6,868
| +31% | +$264K | ﹤0.01% | 849 |
|
|
2023
Q4 | $1.07M | Buy |
22,438
+12,992
| +138% | +$621K | ﹤0.01% | 854 |
|
|
2023
Q3 | $375K | Sell |
9,446
-36,493
| -79% | -$1.45M | ﹤0.01% | 1078 |
|
|
2023
Q2 | $1.77M | Buy |
+45,939
| New | +$1.77M | ﹤0.01% | 746 |
|
|
2022
Q4 | – | Sell |
-10,900
| Closed | -$375K | – | 1602 |
|
|
2022
Q3 | $375K | Buy |
+10,900
| New | +$375K | ﹤0.01% | 1015 |
|
|
2022
Q1 | – | Sell |
-142,918
| Closed | -$11.1M | – | 1516 |
|
|
2021
Q4 | $11.1M | Sell |
142,918
-82,945
| -37% | -$6.42M | 0.01% | 460 |
|
|
2021
Q3 | $15.5M | Sell |
225,863
-2,899
| -1% | -$200K | 0.02% | 389 |
|
|
2021
Q2 | $16.5M | Buy |
228,762
+69,216
| +43% | +$5.01M | 0.02% | 365 |
|
|
2021
Q1 | $10.2M | Buy |
159,546
+147,198
| +1,192% | +$9.41M | 0.02% | 416 |
|
|
2020
Q4 | $856K | Buy |
+12,348
| New | +$856K | ﹤0.01% | 737 |
|