Spire Wealth Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$5.54K | – | 2530 |
|
|
2024
Q3 | $5.54K | Hold |
100
| – | – | ﹤0.01% | 1794 |
|
|
2024
Q2 | $4.41K | Hold |
100
| – | – | ﹤0.01% | 1858 |
|
|
2024
Q1 | $3.85K | Hold |
100
| – | – | ﹤0.01% | 1989 |
|
|
2023
Q4 | $4.62K | Hold |
100
| – | – | ﹤0.01% | 1974 |
|
|
2023
Q3 | $4.05K | Hold |
100
| – | – | ﹤0.01% | 1986 |
|
|
2023
Q2 | $3.83K | Buy |
100
+25
| +33% | +$957 | ﹤0.01% | 2071 |
|
|
2023
Q1 | $3.59K | Hold |
75
| – | – | ﹤0.01% | 2113 |
|
|
2022
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 2005 |
|
|
2022
Q3 | $3K | Buy |
75
+25
| +50% | +$1K | ﹤0.01% | 1910 |
|
|
2022
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 2416 |
|
|
2022
Q1 | – | Sell |
-1,975
| Closed | -$153K | – | 2940 |
|
|
2021
Q4 | $153K | Buy |
+1,975
| New | +$153K | ﹤0.01% | 1223 |
|
|
2021
Q2 | – | Sell |
-1,670
| Closed | -$105K | – | 3024 |
|
|
2021
Q1 | $105K | Buy |
+1,670
| New | +$105K | ﹤0.01% | 1385 |
|