Oppenheimer & Co’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 |
-5,071
| Closed | -$242K | – | 1521 |
|
|
2023
Q4 | $242K | Sell |
5,071
-250
| -5% | -$12K | ﹤0.01% | 1216 |
|
|
2023
Q3 | $215K | Sell |
5,321
-30,449
| -85% | -$1.23M | ﹤0.01% | 1243 |
|
|
2023
Q2 | $1.37M | Buy |
35,770
+29,419
| +463% | +$1.13M | 0.03% | 597 |
|
|
2023
Q1 | $304K | Sell |
6,351
-200
| -3% | -$9.56K | 0.01% | 1125 |
|
|
2022
Q4 | $258K | Buy |
6,551
+100
| +2% | +$3.94K | 0.01% | 1139 |
|
|
2022
Q3 | $222K | Sell |
6,451
-6,904
| -52% | -$238K | 0.01% | 1186 |
|
|
2022
Q2 | $420K | Sell |
13,355
-3,435
| -20% | -$108K | 0.01% | 983 |
|
|
2022
Q1 | $920K | Buy |
16,790
+267
| +2% | +$14.6K | 0.02% | 772 |
|
|
2021
Q4 | $1.28M | Buy |
16,523
+2,940
| +22% | +$228K | 0.02% | 683 |
|
|
2021
Q3 | $935K | Buy |
13,583
+120
| +0.9% | +$8.26K | 0.02% | 768 |
|
|
2021
Q2 | $974K | Buy |
13,463
+1,893
| +16% | +$137K | 0.02% | 764 |
|
|
2021
Q1 | $740K | Sell |
11,570
-9,391
| -45% | -$601K | 0.01% | 814 |
|
|
2020
Q4 | $1.45M | Sell |
20,961
-3,947
| -16% | -$273K | 0.03% | 527 |
|
|
2020
Q3 | $1.23M | Buy |
24,908
+4,917
| +25% | +$243K | 0.03% | 515 |
|
|
2020
Q2 | $1.02M | Buy |
19,991
+4,215
| +27% | +$215K | 0.03% | 566 |
|
|
2020
Q1 | $655K | Buy |
15,776
+1,715
| +12% | +$71.2K | 0.02% | 649 |
|
|
2019
Q4 | $632K | Buy |
+14,061
| New | +$632K | 0.02% | 758 |
|