Professional Financial Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-209
| Closed | -$7K | – | 490 |
|
|
2022
Q3 | $7K | Buy |
+209
| New | +$7K | ﹤0.01% | 330 |
|
|
2022
Q2 | – | Sell |
-181
| Closed | -$10K | – | 524 |
|
|
2022
Q1 | $10K | Sell |
181
-4,795
| -96% | -$265K | ﹤0.01% | 319 |
|
|
2021
Q4 | $385K | Buy |
4,976
+255
| +5% | +$19.7K | 0.17% | 72 |
|
|
2021
Q3 | $325K | Buy |
+4,721
| New | +$325K | 0.19% | 69 |
|
|
2021
Q2 | – | Sell |
-4,196
| Closed | -$268K | – | 434 |
|
|
2021
Q1 | $268K | Buy |
+4,196
| New | +$268K | 0.17% | 79 |
|