Summit Global Investments’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 |
-28,597
| Closed | -$1.26M | – | 600 |
|
|
2024
Q2 | $1.26M | Sell |
28,597
-9,465
| -25% | -$417K | 0.09% | 196 |
|
|
2024
Q1 | $1.47M | Buy |
38,062
+1,371
| +4% | +$52.8K | 0.11% | 138 |
|
|
2023
Q4 | $1.76M | Buy |
36,691
+30,845
| +528% | +$1.48M | 0.11% | 135 |
|
|
2023
Q3 | $237K | Sell |
5,846
-8
| -0.1% | -$324 | 0.02% | 460 |
|
|
2023
Q2 | $224K | Buy |
+5,854
| New | +$224K | 0.01% | 493 |
|