Steward Partners Investment Advisory’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 |
-14
| Closed | -$784 | – | 4187 |
|
|
2024
Q4 | $784 | Sell |
14
-37
| -73% | -$2.07K | ﹤0.01% | 3798 |
|
|
2024
Q3 | $2.82K | Sell |
51
-62
| -55% | -$3.43K | ﹤0.01% | 3366 |
|
|
2024
Q2 | $4.98K | Sell |
113
-72
| -39% | -$3.17K | ﹤0.01% | 3043 |
|
|
2024
Q1 | $7.12K | Buy |
+185
| New | +$7.12K | ﹤0.01% | 2932 |
|
|
2021
Q2 | – | Sell |
-125
| Closed | -$7.99K | – | 7457 |
|
|
2021
Q1 | $7.99K | Sell |
125
-175
| -58% | -$11.2K | ﹤0.01% | 2873 |
|
|
2020
Q4 | $21K | Buy |
+300
| New | +$21K | ﹤0.01% | 2051 |
|