TCI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-384
| Closed | -$18.4K | – | 2364 |
|
|
2023
Q1 | $18.4K | Hold |
384
| – | – | ﹤0.01% | 760 |
|
|
2022
Q4 | $15.1K | Hold |
384
| – | – | ﹤0.01% | 830 |
|
|
2022
Q3 | $13K | Hold |
384
| – | – | ﹤0.01% | 888 |
|
|
2022
Q2 | $12K | Buy |
+384
| New | +$12K | ﹤0.01% | 924 |
|
|
2022
Q1 | – | Sell |
-76
| Closed | -$6K | – | 2507 |
|
|
2021
Q4 | $6K | Buy |
76
+2
| +3% | +$158 | ﹤0.01% | 1594 |
|
|
2021
Q3 | $5K | Hold |
74
| – | – | ﹤0.01% | 1659 |
|
|
2021
Q2 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 1487 |
|