Simplex Trading’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-36,079
| Closed | -$2.02M | – | 4380 |
|
|
2024
Q4 | $2.02M | Buy |
+36,079
| New | +$2.02M | ﹤0.01% | 267 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4291 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4329 |
|
|
2024
Q1 | – | Sell |
-4,984
| Closed | -$238K | – | 4339 |
|
|
2023
Q4 | $238K | Buy |
4,984
+3,696
| +287% | +$176K | ﹤0.01% | 905 |
|
|
2023
Q3 | $52K | Sell |
1,288
-9,266
| -88% | -$374K | ﹤0.01% | 1218 |
|
|
2023
Q2 | $403K | Buy |
+10,554
| New | +$403K | ﹤0.01% | 629 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4398 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4468 |
|
|
2022
Q3 | – | Sell |
-11,126
| Closed | -$349K | – | 4540 |
|
|
2022
Q2 | $349K | Buy |
11,126
+7,134
| +179% | +$224K | ﹤0.01% | 671 |
|
|
2022
Q1 | $218K | Buy |
+3,992
| New | +$218K | ﹤0.01% | 1075 |
|
|
2021
Q4 | – | Sell |
-3,283
| Closed | -$236K | – | 4511 |
|
|
2021
Q3 | $236K | Sell |
3,283
-100
| -3% | -$7.19K | ﹤0.01% | 1240 |
|
|
2021
Q2 | $244K | Buy |
+3,383
| New | +$244K | ﹤0.01% | 1229 |
|
|
2021
Q1 | – | Sell |
-1,881
| Closed | -$130K | – | 3911 |
|
|
2020
Q4 | $130K | Buy |
+1,881
| New | +$130K | ﹤0.01% | 1204 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3433 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3307 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3271 |
|
|
2019
Q4 | – | Sell |
-239
| Closed | -$8K | – | 3170 |
|
|
2019
Q3 | $8K | Sell |
239
-25,824
| -99% | -$864K | ﹤0.01% | 1526 |
|
|
2019
Q2 | $1.26M | Sell |
26,063
-21,520
| -45% | -$1.04M | ﹤0.01% | 187 |
|
|
2019
Q1 | $1.94M | Buy |
47,583
+41,092
| +633% | +$1.68M | 0.01% | 128 |
|
|
2018
Q4 | $161K | Buy |
+6,491
| New | +$161K | ﹤0.01% | 711 |
|