Next Financial Group’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Buy |
20
+8
| +67% | +$800 | ﹤0.01% | 2664 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 2703 |
|
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 2584 |
|
|
2021
Q1 | $1K | Sell |
12
-107
| -90% | -$8.92K | ﹤0.01% | 2485 |
|
|
2020
Q4 | $8K | Sell |
119
-227
| -66% | -$15.3K | ﹤0.01% | 1861 |
|
|
2020
Q3 | $18K | Buy |
+346
| New | +$18K | ﹤0.01% | 1460 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | – | – | 1958 |
|
|
2020
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2458 |
|