Private Wealth Management Group’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 |
-114
| Closed | -$6.39K | – | 1617 |
|
|
2024
Q4 | $6.39K | Hold |
114
| – | – | ﹤0.01% | 642 |
|
|
2024
Q3 | $6.31K | Hold |
114
| – | – | ﹤0.01% | 634 |
|
|
2024
Q2 | $5.03K | Buy |
+114
| New | +$5.03K | ﹤0.01% | 698 |
|
|
2024
Q1 | – | Sell |
-20
| Closed | -$957 | – | 1603 |
|
|
2023
Q4 | $957 | Buy |
+20
| New | +$957 | ﹤0.01% | 1291 |
|