Newbridge Financial Services Group’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 |
-305
| Closed | -$17.1K | – | 1183 |
|
|
2024
Q4 | $17.1K | Sell |
305
-200
| -40% | -$11.2K | ﹤0.01% | 636 |
|
|
2024
Q3 | $28K | Hold |
505
| – | – | 0.01% | 323 |
|
|
2024
Q2 | $22.3K | Hold |
505
| – | – | 0.01% | 553 |
|
|
2024
Q1 | $19.4K | Sell |
505
-575
| -53% | -$22.1K | 0.01% | 608 |
|
|
2023
Q4 | $51.6K | Sell |
1,080
-175
| -14% | -$8.37K | 0.03% | 383 |
|
|
2023
Q3 | $50.8K | Sell |
1,255
-375
| -23% | -$15.2K | 0.03% | 413 |
|
|
2023
Q2 | $62.4K | Buy |
1,630
+705
| +76% | +$27K | 0.03% | 407 |
|
|
2023
Q1 | $44.2K | Sell |
925
-1,550
| -63% | -$74.1K | 0.02% | 494 |
|
|
2022
Q4 | $97.4K | Hold |
2,475
| – | – | 0.06% | 303 |
|
|
2022
Q3 | $85K | Hold |
2,475
| – | – | 0.05% | 321 |
|
|
2022
Q2 | $78K | Hold |
2,475
| – | – | 0.05% | 309 |
|
|
2022
Q1 | $136K | Hold |
2,475
| – | – | 0.07% | 252 |
|
|
2021
Q4 | $192K | Sell |
2,475
-30
| -1% | -$2.33K | 0.09% | 210 |
|
|
2021
Q3 | $172K | Buy |
2,505
+675
| +37% | +$46.3K | 0.11% | 189 |
|
|
2021
Q2 | $132K | Hold |
1,830
| – | – | 0.08% | 232 |
|
|
2021
Q1 | $117K | Hold |
1,830
| – | – | 0.09% | 228 |
|
|
2020
Q4 | $127K | Sell |
1,830
-1,580
| -46% | -$110K | 0.1% | 191 |
|
|
2020
Q3 | $169K | Buy |
+3,410
| New | +$169K | 0.17% | 129 |
|