Petrus Trust Company’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 |
-23,092
| Closed | -$1.02M | – | 787 |
|
|
2024
Q2 | $1.02M | Sell |
23,092
-9,114
| -28% | -$402K | 0.1% | 35 |
|
|
2024
Q1 | $1.24M | Buy |
32,206
+12,307
| +62% | +$474K | 0.11% | 27 |
|
|
2023
Q4 | $952K | Sell |
19,899
-5,881
| -23% | -$281K | 0.09% | 50 |
|
|
2023
Q3 | $1.04M | Buy |
25,780
+16,021
| +164% | +$648K | 0.11% | 37 |
|
|
2023
Q2 | $373K | Buy |
9,759
+2,122
| +28% | +$81.2K | 0.04% | 276 |
|
|
2023
Q1 | $365K | Buy |
+7,637
| New | +$365K | 0.04% | 207 |
|