Raymond James Financial Services Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,951
| Closed | -$1.45M | – | 3215 |
|
|
2020
Q4 | $1.45M | Buy |
20,951
+16,569
| +378% | +$1.15M | ﹤0.01% | 1476 |
|
|
2020
Q3 | $217K | Buy |
+4,382
| New | +$217K | ﹤0.01% | 2484 |
|
|
2020
Q2 | – | Sell |
-16,162
| Closed | -$671K | – | 2859 |
|
|
2020
Q1 | $671K | Buy |
+16,162
| New | +$671K | ﹤0.01% | 1389 |
|
|
2019
Q4 | – | Sell |
-38,492
| Closed | -$1.39M | – | 2898 |
|
|
2019
Q3 | $1.39M | Buy |
38,492
+25,742
| +202% | +$928K | 0.01% | 1295 |
|
|
2019
Q2 | $617K | Sell |
12,750
-20,334
| -61% | -$984K | ﹤0.01% | 1786 |
|
|
2019
Q1 | $1.35M | Buy |
+33,084
| New | +$1.35M | 0.01% | 1286 |
|