Values First Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$25 | – | 389 |
|
|
2023
Q1 | $25 | Buy |
+1
| New | +$25 | ﹤0.01% | 363 |
|
|
2022
Q3 | – | Sell |
-10,638
| Closed | -$334K | – | 162 |
|
|
2022
Q2 | $334K | Buy |
10,638
+1,933
| +22% | +$60.7K | 0.24% | 108 |
|
|
2022
Q1 | $477K | Buy |
8,705
+298
| +4% | +$16.3K | 0.3% | 95 |
|
|
2021
Q4 | $651K | Buy |
8,407
+838
| +11% | +$64.9K | 0.39% | 82 |
|
|
2021
Q3 | $521K | Sell |
7,569
-1,026
| -12% | -$70.6K | 0.34% | 92 |
|
|
2021
Q2 | $622K | Buy |
8,595
+2,207
| +35% | +$160K | 0.42% | 84 |
|
|
2021
Q1 | $408K | Buy |
6,388
+162
| +3% | +$10.3K | 0.3% | 107 |
|
|
2020
Q4 | $431K | Sell |
6,226
-337
| -5% | -$23.3K | 0.34% | 97 |
|
|
2020
Q3 | $324K | Buy |
6,563
+868
| +15% | +$42.9K | 0.3% | 111 |
|
|
2020
Q2 | $290K | Sell |
5,695
-1,350
| -19% | -$68.7K | 0.29% | 105 |
|
|
2020
Q1 | $292K | Buy |
7,045
+150
| +2% | +$6.23K | 0.35% | 86 |
|
|
2019
Q4 | $310K | Buy |
+6,895
| New | +$310K | 0.3% | 98 |
|