Prelude Capital Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-250,108
| Closed | -$14M | – | 1490 |
|
|
2024
Q4 | $14M | Buy |
250,108
+133,003
| +114% | +$7.45M | 0.88% | 4 |
|
|
2024
Q3 | $6.48M | Buy |
117,105
+20,418
| +21% | +$1.13M | 0.39% | 23 |
|
|
2024
Q2 | $4.26M | Buy |
96,687
+75,639
| +359% | +$3.33M | 0.3% | 62 |
|
|
2024
Q1 | $810K | Buy |
21,048
+14,386
| +216% | +$554K | 0.04% | 403 |
|
|
2023
Q4 | $319K | Buy |
6,662
+627
| +10% | +$30K | 0.02% | 606 |
|
|
2023
Q3 | $244K | Buy |
+6,035
| New | +$244K | 0.02% | 661 |
|
|
2022
Q1 | – | Sell |
-12,136
| Closed | -$940K | – | 2003 |
|
|
2021
Q4 | $940K | Sell |
12,136
-3,792
| -24% | -$294K | 0.02% | 489 |
|
|
2021
Q3 | $1.1M | Buy |
+15,928
| New | +$1.1M | 0.03% | 377 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1952 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1775 |
|
|
2019
Q4 | – | Sell |
-251
| Closed | -$9K | – | 1841 |
|
|
2019
Q3 | $9K | Buy |
+251
| New | +$9K | ﹤0.01% | 1027 |
|