New York Life Investment Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-128,454
| Closed | -$7.2M | – | 870 |
|
|
2024
Q4 | $7.2M | Buy |
+128,454
| New | +$7.2M | 0.07% | 247 |
|
|
2024
Q1 | – | Sell |
-7,281
| Closed | -$348K | – | 1559 |
|
|
2023
Q4 | $348K | Sell |
7,281
-167
| -2% | -$7.99K | ﹤0.01% | 1118 |
|
|
2023
Q3 | $301K | Sell |
7,448
-1,174
| -14% | -$47.5K | ﹤0.01% | 1151 |
|
|
2023
Q2 | $330K | Sell |
8,622
-1,451
| -14% | -$55.5K | ﹤0.01% | 1210 |
|
|
2023
Q1 | $481K | Buy |
+10,073
| New | +$481K | 0.01% | 869 |
|