Tradewinds Capital Management’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 |
-10
| Closed | -$561 | – | 744 |
|
|
2024
Q4 | $561 | Hold |
10
| – | – | ﹤0.01% | 585 |
|
|
2024
Q3 | $554 | Buy |
10
+4
| +67% | +$222 | ﹤0.01% | 547 |
|
|
2024
Q2 | $265 | Hold |
6
| – | – | ﹤0.01% | 555 |
|
|
2024
Q1 | $231 | Hold |
6
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $287 | Hold |
6
| – | – | ﹤0.01% | 434 |
|
|
2023
Q3 | $243 | Hold |
6
| – | – | ﹤0.01% | 459 |
|
|
2023
Q2 | $230 | Hold |
6
| – | – | ﹤0.01% | 438 |
|
|
2023
Q1 | $287 | Hold |
6
| – | – | ﹤0.01% | 434 |
|
|
2022
Q4 | $236 | Hold |
6
| – | – | ﹤0.01% | 471 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 519 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 825 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 857 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 828 |
|
|
2021
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 819 |
|
|
2021
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 833 |
|
|
2021
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 795 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 733 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 717 |
|
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 733 |
|