Thomas J. Herzfeld 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
Q3 | – | Sell |
-47
| Closed | -$1K | – | 341 |
|
|
2022
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 316 |
|
|
2022
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 296 |
|
|
2021
Q4 | $4K | Hold |
47
| – | – | ﹤0.01% | 309 |
|
|
2021
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 319 |
|
|
2021
Q2 | $3K | Buy |
47
+13
| +38% | +$830 | ﹤0.01% | 332 |
|
|
2021
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 354 |
|
|
2020
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 296 |
|
|
2020
Q3 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 247 |
|