Truist Financial’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,131
| Closed | -$229K | – | 2630 |
|
|
2024
Q3 | $229K | Buy |
+4,131
| New | +$229K | ﹤0.01% | 2269 |
|
|
2024
Q1 | – | Sell |
-4,930
| Closed | -$236K | – | 2751 |
|
|
2023
Q4 | $236K | Buy |
+4,930
| New | +$236K | ﹤0.01% | 2423 |
|
|
2023
Q2 | – | Sell |
-5,371
| Closed | -$257K | – | 2678 |
|
|
2023
Q1 | $257K | Sell |
5,371
-1,983
| -27% | -$94.8K | ﹤0.01% | 2295 |
|
|
2022
Q4 | $289K | Sell |
7,354
-886
| -11% | -$34.9K | ﹤0.01% | 2239 |
|
|
2022
Q3 | $283K | Sell |
8,240
-1,823
| -18% | -$62.6K | ﹤0.01% | 2106 |
|
|
2022
Q2 | $317K | Buy |
10,063
+1,365
| +16% | +$43K | ﹤0.01% | 2175 |
|
|
2022
Q1 | $476K | Sell |
8,698
-1,574
| -15% | -$86.1K | ﹤0.01% | 2022 |
|
|
2021
Q4 | $795K | Sell |
10,272
-101
| -1% | -$7.82K | ﹤0.01% | 1744 |
|
|
2021
Q3 | $714K | Buy |
10,373
+5,099
| +97% | +$351K | ﹤0.01% | 1793 |
|
|
2021
Q2 | $382K | Buy |
+5,274
| New | +$382K | ﹤0.01% | 2204 |
|
|
2020
Q4 | – | Sell |
-4,824
| Closed | -$239K | – | 2613 |
|
|
2020
Q3 | $239K | Buy |
+4,824
| New | +$239K | ﹤0.01% | 2142 |
|