Spearhead Capital Advisors’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 |
-4,381
| Closed | -$240K | – | 216 |
|
|
2022
Q1 | $240K | Sell |
4,381
-2,030
| -32% | -$111K | 0.03% | 168 |
|
|
2021
Q4 | $497K | Buy |
6,411
+73
| +1% | +$5.66K | 0.06% | 102 |
|
|
2021
Q3 | $436K | Sell |
6,338
-9
| -0.1% | -$619 | 0.06% | 116 |
|
|
2021
Q2 | $459K | Buy |
6,347
+904
| +17% | +$65.4K | 0.06% | 120 |
|
|
2021
Q1 | $348K | Buy |
5,443
+399
| +8% | +$25.5K | 0.05% | 125 |
|
|
2020
Q4 | $349K | Buy |
5,044
+127
| +3% | +$8.79K | 0.06% | 129 |
|
|
2020
Q3 | $243K | Buy |
4,917
+365
| +8% | +$18K | 0.05% | 157 |
|
|
2020
Q2 | $232K | Buy |
+4,552
| New | +$232K | 0.05% | 140 |
|