Occudo Quantitative Strategies’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,927
| Closed | -$523K | – | 1073 |
|
|
2023
Q4 | $523K | Buy |
+10,927
| New | +$523K | 0.07% | 385 |
|
|
2022
Q3 | – | Sell |
-79,964
| Closed | -$2.51M | – | 1459 |
|
|
2022
Q2 | $2.51M | Buy |
+79,964
| New | +$2.51M | 0.21% | 134 |
|
|
2021
Q1 | – | Sell |
-3,285
| Closed | -$228K | – | 954 |
|
|
2020
Q4 | $228K | Buy |
+3,285
| New | +$228K | 0.07% | 508 |
|