United Capital Financial 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
Q4 | – | Sell |
-11,242
| Closed | -$386K | – | 1122 |
|
|
2022
Q3 | $386K | Sell |
11,242
-139
| -1% | -$4.77K | ﹤0.01% | 830 |
|
|
2022
Q2 | $358K | Buy |
11,381
+111
| +1% | +$3.49K | ﹤0.01% | 891 |
|
|
2022
Q1 | $617K | Buy |
11,270
+770
| +7% | +$42.2K | ﹤0.01% | 784 |
|
|
2021
Q4 | $813K | Hold |
10,500
| – | – | ﹤0.01% | 730 |
|
|
2021
Q3 | $723K | Buy |
10,500
+1,000
| +11% | +$68.9K | ﹤0.01% | 758 |
|
|
2021
Q2 | $687K | Hold |
9,500
| – | – | ﹤0.01% | 786 |
|
|
2021
Q1 | $607K | Sell |
9,500
-5
| -0.1% | -$319 | ﹤0.01% | 797 |
|
|
2020
Q4 | $659K | Sell |
9,505
-4,496
| -32% | -$312K | ﹤0.01% | 776 |
|
|
2020
Q3 | $692K | Sell |
14,001
-999
| -7% | -$49.4K | ﹤0.01% | 750 |
|
|
2020
Q2 | $764K | Sell |
15,000
-2,000
| -12% | -$102K | 0.01% | 734 |
|
|
2020
Q1 | $1K | Sell |
17,000
-2,008
| -11% | -$118 | ﹤0.01% | 1176 |
|
|
2019
Q4 | $854K | Sell |
19,008
-5,992
| -24% | -$269K | 0.01% | 823 |
|
|
2019
Q3 | $901K | Hold |
25,000
| – | – | 0.01% | 773 |
|
|
2019
Q2 | $1.21M | Sell |
25,000
-40,000
| -62% | -$1.94M | 0.01% | 746 |
|
|
2019
Q1 | $2.65M | Buy |
+65,000
| New | +$2.65M | 0.02% | 529 |
|