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 |
|