Rockbridge Investment Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-56
| Closed | -$3.11K | – | 805 |
|
|
2022
Q1 | $3.11K | Hold |
56
| – | – | ﹤0.01% | 669 |
|
|
2021
Q4 | $4K | Sell |
56
-15
| -21% | -$1.07K | ﹤0.01% | 689 |
|
|
2021
Q3 | $5K | Sell |
71
-115
| -62% | -$8.1K | ﹤0.01% | 618 |
|
|
2021
Q2 | $13K | Sell |
186
-13
| -7% | -$909 | ﹤0.01% | 498 |
|
|
2021
Q1 | $13K | Buy |
199
+88
| +79% | +$5.75K | ﹤0.01% | 479 |
|
|
2020
Q4 | $8K | Buy |
111
+12
| +12% | +$865 | ﹤0.01% | 533 |
|
|
2020
Q3 | $5K | Buy |
99
+40
| +68% | +$2.02K | ﹤0.01% | 531 |
|
|
2020
Q2 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 545 |
|