Principal Securities’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32
| Closed | -$1.79K | – | 3941 |
|
|
2025
Q1 | $1.79K | Hold |
32
| – | – | ﹤0.01% | 3072 |
|
|
2024
Q4 | $1.79K | Sell |
32
-289
| -90% | -$16.2K | ﹤0.01% | 3066 |
|
|
2024
Q3 | $17.8K | Buy |
321
+293
| +1,046% | +$16.2K | ﹤0.01% | 2181 |
|
|
2024
Q2 | $1.23K | Buy |
28
+5
| +22% | +$220 | ﹤0.01% | 3019 |
|
|
2024
Q1 | $886 | Sell |
23
-18
| -44% | -$693 | ﹤0.01% | 3058 |
|
|
2023
Q4 | $1.96K | Buy |
+41
| New | +$1.96K | ﹤0.01% | 2817 |
|