Maxi Investments CY’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,525
| Closed | -$636K | – | 149 |
|
|
2024
Q1 | $636K | Hold |
16,525
| – | – | 0.17% | 90 |
|
|
2023
Q4 | $790K | Hold |
16,525
| – | – | 0.22% | 43 |
|
|
2023
Q3 | $669K | Hold |
16,525
| – | – | 0.31% | 28 |
|
|
2023
Q2 | $632K | Hold |
16,525
| – | – | 0.45% | 38 |
|
|
2023
Q1 | $790K | Hold |
16,525
| – | – | 0.56% | 33 |
|
|
2022
Q4 | $650K | Hold |
16,525
| – | – | 0.61% | 36 |
|
|
2022
Q3 | $568K | Hold |
16,525
| – | – | 0.43% | 47 |
|
|
2022
Q2 | $519K | Hold |
16,525
| – | – | 0.37% | 46 |
|
|
2022
Q1 | $905K | Hold |
16,525
| – | – | 0.53% | 43 |
|
|
2021
Q4 | $1.28M | Buy |
+16,525
| New | +$1.28M | 0.69% | 40 |
|