Neo Ivy Capital Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,766
| Closed | -$335K | – | 481 |
|
|
2023
Q2 | $335K | Buy |
+8,766
| New | +$335K | 0.18% | 186 |
|
|
2022
Q4 | $130K | Buy |
3,300
+2,833
| +607% | +$112K | 0.09% | 249 |
|
|
2022
Q3 | $16K | Buy |
+467
| New | +$16K | 0.04% | 303 |
|
|
2021
Q3 | – | Sell |
-2,365
| Closed | -$171K | – | 662 |
|
|
2021
Q2 | $171K | Sell |
2,365
-4,736
| -67% | -$342K | 0.17% | 203 |
|
|
2021
Q1 | $454K | Sell |
7,101
-832
| -10% | -$53.2K | 0.5% | 58 |
|
|
2020
Q4 | $550K | Sell |
7,933
-4,537
| -36% | -$315K | 0.61% | 49 |
|
|
2020
Q3 | $616K | Buy |
+12,470
| New | +$616K | 0.62% | 31 |
|