SOA Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-240
| Closed | -$10.6K | – | 865 |
|
|
2024
Q2 | $10.6K | Hold |
240
| – | – | ﹤0.01% | 530 |
|
|
2024
Q1 | $9.24K | Hold |
240
| – | – | ﹤0.01% | 550 |
|
|
2023
Q4 | $11.5K | Hold |
240
| – | – | ﹤0.01% | 509 |
|
|
2023
Q3 | $9.71K | Hold |
240
| – | – | ﹤0.01% | 525 |
|
|
2023
Q2 | $9.18K | Hold |
240
| – | – | ﹤0.01% | 542 |
|
|
2023
Q1 | $11.5K | Hold |
240
| – | – | ﹤0.01% | 511 |
|
|
2022
Q4 | $9.45K | Hold |
240
| – | – | ﹤0.01% | 528 |
|
|
2022
Q3 | $8K | Hold |
240
| – | – | ﹤0.01% | 548 |
|
|
2022
Q2 | $7K | Hold |
240
| – | – | ﹤0.01% | 551 |
|
|
2022
Q1 | $13K | Hold |
240
| – | – | ﹤0.01% | 542 |
|
|
2021
Q4 | $18K | Hold |
240
| – | – | ﹤0.01% | 465 |
|
|
2021
Q3 | $16K | Hold |
240
| – | – | ﹤0.01% | 496 |
|
|
2021
Q2 | $17K | Hold |
240
| – | – | ﹤0.01% | 483 |
|
|
2021
Q1 | $15K | Hold |
240
| – | – | ﹤0.01% | 452 |
|
|
2020
Q4 | $18K | Buy |
+240
| New | +$18K | ﹤0.01% | 429 |
|