UMB Bank’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 |
-795
| Closed | -$35K | – | 2207 |
|
|
2024
Q2 | $35K | Hold |
795
| – | – | ﹤0.01% | 908 |
|
|
2024
Q1 | $30.6K | Hold |
795
| – | – | ﹤0.01% | 950 |
|
|
2023
Q4 | $38K | Sell |
795
-24
| -3% | -$1.15K | ﹤0.01% | 894 |
|
|
2023
Q3 | $33.1K | Hold |
819
| – | – | ﹤0.01% | 939 |
|
|
2023
Q2 | $31.3K | Hold |
819
| – | – | ﹤0.01% | 967 |
|
|
2023
Q1 | $39.1K | Hold |
819
| – | – | ﹤0.01% | 907 |
|
|
2022
Q4 | $32K | Buy |
+819
| New | +$32K | ﹤0.01% | 971 |
|