Palogic Value Management’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,037
Closed -$334K 188
2024
Q3
$334K Sell
6,037
-173
-3% -$9.58K 0.11% 126
2024
Q2
$274K Buy
6,210
+166
+3% +$7.32K 0.12% 133
2024
Q1
$233K Buy
6,044
+55
+0.9% +$2.12K 0.1% 141
2023
Q4
$286K Buy
5,989
+458
+8% +$21.9K 0.13% 125
2023
Q3
$224K Sell
5,531
-86
-2% -$3.48K 0.11% 133
2023
Q2
$215K Sell
5,617
-49
-0.9% -$1.88K 0.1% 138
2023
Q1
$271K Buy
+5,666
New +$271K 0.13% 135