Performa Ltd (US)’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-200
| Closed | -$8.82K | – | 57 |
|
|
2024
Q2 | $8.82K | Sell |
200
-58
| -22% | -$2.56K | ﹤0.01% | 33 |
|
|
2024
Q1 | $9.93K | Hold |
258
| – | – | ﹤0.01% | 32 |
|
|
2023
Q4 | $12.3K | Hold |
258
| – | – | 0.01% | 32 |
|
|
2023
Q3 | $10.4K | Hold |
258
| – | – | 0.01% | 37 |
|
|
2023
Q2 | $9.87K | Sell |
258
-50
| -16% | -$1.91K | ﹤0.01% | 38 |
|
|
2023
Q1 | $13.3K | Sell |
308
-217
| -41% | -$9.38K | 0.01% | 34 |
|
|
2022
Q4 | $16.2K | Sell |
525
-300
| -36% | -$9.28K | 0.01% | 36 |
|
|
2022
Q3 | $28K | Buy |
825
+250
| +43% | +$8.49K | 0.02% | 26 |
|
|
2022
Q2 | $18K | Buy |
575
+475
| +475% | +$14.9K | 0.01% | 25 |
|
|
2022
Q1 | $5K | Buy |
100
+69
| +223% | +$3.45K | ﹤0.01% | 32 |
|
|
2021
Q4 | $2K | Buy |
31
+1
| +3% | +$65 | ﹤0.01% | 58 |
|
|
2021
Q3 | $2K | Sell |
30
-35
| -54% | -$2.33K | ﹤0.01% | 52 |
|
|
2021
Q2 | $5K | Buy |
65
+35
| +117% | +$2.69K | ﹤0.01% | 21 |
|
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 33 |
|
|
2020
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 29 |
|