Paloma Partners’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,525
| Closed | -$328K | – | 1013 |
|
|
2024
Q1 | $328K | Buy |
+8,525
| New | +$328K | 0.02% | 273 |
|
|
2022
Q1 | – | Sell |
-14,182
| Closed | -$1.1M | – | 1830 |
|
|
2021
Q4 | $1.1M | Buy |
14,182
+4,347
| +44% | +$337K | 0.02% | 498 |
|
|
2021
Q3 | $677K | Buy |
9,835
+5,869
| +148% | +$404K | 0.02% | 366 |
|
|
2021
Q2 | $287K | Sell |
3,966
-5,187
| -57% | -$375K | 0.01% | 1109 |
|
|
2021
Q1 | $585K | Sell |
9,153
-48,327
| -84% | -$3.09M | 0.01% | 845 |
|
|
2020
Q4 | $3.98M | Buy |
57,480
+52,028
| +954% | +$3.61M | 0.1% | 126 |
|
|
2020
Q3 | $269K | Sell |
5,452
-8,787
| -62% | -$434K | 0.01% | 1400 |
|
|
2020
Q2 | $725K | Buy |
+14,239
| New | +$725K | 0.01% | 932 |
|
|
2020
Q1 | – | Sell |
-53,851
| Closed | -$2.42M | – | 1883 |
|
|
2019
Q4 | $2.42M | Buy |
53,851
+46,543
| +637% | +$2.09M | 0.04% | 403 |
|
|
2019
Q3 | $264K | Buy |
+7,308
| New | +$264K | 0.01% | 1289 |
|