Night Owl 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
2020
Q4
Sell
-243,713
Closed -$12M 31
2020
Q3
$12M Sell
243,713
-10,255
-4% -$507K 2.51% 16
2020
Q2
$12.9M Buy
253,968
+4,424
+2% +$225K 3.08% 15
2020
Q1
$10.4M Sell
249,544
-6,194
-2% -$257K 3.46% 15
2019
Q4
$11.5M Sell
255,738
-1,738
-0.7% -$78.1K 3.3% 13
2019
Q3
$9.28M Buy
257,476
+5,793
+2% +$209K 2.95% 16
2019
Q2
$12.2M Buy
251,683
+169,106
+205% +$8.18M 3.73% 12
2019
Q1
$3.37M Buy
+82,577
New +$3.37M 1.21% 22