Silvercrest Asset Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-43,865
| Closed | -$2.1M | – | 852 |
|
2023
Q1 | $2.1M | Buy |
43,865
+2,120
| +5% | +$101K | 0.02% | 467 |
|
2022
Q4 | $1.64M | Sell |
41,745
-1,720
| -4% | -$67.7K | 0.01% | 502 |
|
2022
Q3 | $1.49M | Sell |
43,465
-2,075
| -5% | -$71.3K | 0.01% | 492 |
|
2022
Q2 | $1.43M | Buy |
45,540
+4,979
| +12% | +$156K | 0.01% | 519 |
|
2022
Q1 | $2.22M | Buy |
40,561
+1,172
| +3% | +$64.2K | 0.01% | 487 |
|
2021
Q4 | $3.05M | Buy |
39,389
+11,637
| +42% | +$901K | 0.02% | 437 |
|
2021
Q3 | $1.91M | Buy |
27,752
+2,672
| +11% | +$184K | 0.01% | 499 |
|
2021
Q2 | $1.81M | Buy |
25,080
+7,898
| +46% | +$571K | 0.01% | 510 |
|
2021
Q1 | $1.1M | Buy |
+17,182
| New | +$1.1M | 0.01% | 550 |
|