Raleigh 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-565
| Closed | -$31.3K | – | 1075 |
|
|
2024
Q3 | $31.3K | Buy |
+565
| New | +$31.3K | 0.01% | 381 |
|
|
2024
Q1 | – | Sell |
-309
| Closed | -$14.8K | – | 1205 |
|
|
2023
Q4 | $14.8K | Buy |
309
+44
| +17% | +$2.1K | 0.01% | 500 |
|
|
2023
Q3 | $10.7K | Buy |
265
+99
| +60% | +$4.01K | 0.01% | 501 |
|
|
2023
Q2 | $6.35K | Buy |
166
+15
| +10% | +$574 | ﹤0.01% | 593 |
|
|
2023
Q1 | $7.22K | Buy |
+151
| New | +$7.22K | ﹤0.01% | 563 |
|