Meeder Asset Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40,485
| Closed | -$1.78M | – | 982 |
|
|
2024
Q2 | $1.78M | Buy |
40,485
+36,568
| +934% | +$1.61M | 0.13% | 102 |
|
|
2024
Q1 | $151K | Sell |
3,917
-8,314
| -68% | -$320K | 0.01% | 317 |
|
|
2023
Q4 | $585K | Buy |
+12,231
| New | +$585K | 0.05% | 172 |
|
|
2022
Q4 | – | Sell |
-17
| Closed | -$1K | – | 2105 |
|
|
2022
Q3 | $1K | Sell |
17
-37
| -69% | -$2.18K | ﹤0.01% | 2045 |
|
|
2022
Q2 | $2K | Buy |
54
+10
| +23% | +$370 | ﹤0.01% | 1939 |
|
|
2022
Q1 | $2K | Buy |
44
+32
| +267% | +$1.46K | ﹤0.01% | 2103 |
|
|
2021
Q4 | $1K | Sell |
12
-998
| -99% | -$83.2K | ﹤0.01% | 1061 |
|
|
2021
Q3 | $69K | Buy |
1,010
+1,004
| +16,733% | +$68.6K | ﹤0.01% | 1003 |
|
|
2021
Q2 | $0 | Sell |
6
-2,541
| -100% | – | ﹤0.01% | 2703 |
|
|
2021
Q1 | $162K | Buy |
2,547
+2,529
| +14,050% | +$161K | 0.01% | 790 |
|
|
2020
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1768 |
|
|
2020
Q3 | $1K | Sell |
18
-2,513
| -99% | -$140K | ﹤0.01% | 2074 |
|
|
2020
Q2 | $128K | Buy |
2,531
+2,517
| +17,979% | +$127K | 0.01% | 711 |
|
|
2020
Q1 | $1K | Sell |
14
-153
| -92% | -$10.9K | ﹤0.01% | 2250 |
|
|
2019
Q4 | $8K | Buy |
167
+153
| +1,093% | +$7.33K | ﹤0.01% | 1651 |
|
|
2019
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2104 |
|