Mount Capital’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21,694
| Closed | -$878K | – | 19 |
|
|
2023
Q3 | $878K | Sell |
21,694
-30,854
| -59% | -$1.25M | 0.38% | 19 |
|
|
2023
Q2 | $2.01M | Hold |
52,548
| – | – | 0.78% | 18 |
|
|
2023
Q1 | $2.51M | Buy |
52,548
+11,225
| +27% | +$537K | 0.99% | 16 |
|
|
2022
Q4 | $1.63M | Hold |
41,323
| – | – | 0.63% | 38 |
|
|
2022
Q3 | $1.42M | Hold |
41,323
| – | – | 0.6% | 34 |
|
|
2022
Q2 | $1.3M | Hold |
41,323
| – | – | 0.46% | 37 |
|
|
2022
Q1 | $2.26M | Buy |
+41,323
| New | +$2.26M | 0.66% | 31 |
|