Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-300
| Closed | -$16.8K | – | 2557 |
|
|
2024
Q4 | $16.8K | Sell |
300
-48
| -14% | -$2.69K | ﹤0.01% | 1546 |
|
|
2024
Q3 | $19.3K | Hold |
348
| – | – | ﹤0.01% | 1487 |
|
|
2024
Q2 | $15.3K | Hold |
348
| – | – | ﹤0.01% | 1536 |
|
|
2024
Q1 | $13.4K | Sell |
348
-236
| -40% | -$9.09K | ﹤0.01% | 1557 |
|
|
2023
Q4 | $27.9K | Buy |
584
+9
| +2% | +$430 | ﹤0.01% | 1280 |
|
|
2023
Q3 | $23.3K | Sell |
575
-4
| -0.7% | -$162 | ﹤0.01% | 1297 |
|
|
2023
Q2 | $22.2K | Buy |
579
+21
| +4% | +$803 | ﹤0.01% | 1325 |
|
|
2023
Q1 | $26.7K | Buy |
558
+154
| +38% | +$7.36K | ﹤0.01% | 1231 |
|
|
2022
Q4 | $16K | Hold |
404
| – | – | ﹤0.01% | 1392 |
|
|
2022
Q3 | $14K | Hold |
404
| – | – | ﹤0.01% | 1335 |
|
|
2022
Q2 | $13K | Buy |
+404
| New | +$13K | ﹤0.01% | 1405 |
|