Sigma Planning Corp’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-16,856
Closed -$700K 1096
2020
Q1
$700K Buy
16,856
+1,393
+9% +$57.8K 0.04% 398
2019
Q4
$695K Buy
15,463
+4,863
+46% +$219K 0.03% 494
2019
Q3
$382K Sell
10,600
-86
-0.8% -$3.1K 0.02% 669
2019
Q2
$517K Buy
+10,686
New +$517K 0.03% 539