Venturi Wealth 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 |
-1,549
| Closed | -$86.8K | – | 1929 |
|
|
2024
Q4 | $86.8K | Buy |
1,549
+334
| +27% | +$18.7K | ﹤0.01% | 835 |
|
|
2024
Q3 | $67.3K | Buy |
1,215
+640
| +111% | +$35.4K | ﹤0.01% | 678 |
|
|
2024
Q2 | $25.3K | Buy |
575
+297
| +107% | +$13.1K | ﹤0.01% | 877 |
|
|
2024
Q1 | $10.7K | Buy |
278
+156
| +128% | +$6.01K | ﹤0.01% | 920 |
|
|
2023
Q4 | $5.84K | Sell |
122
-103
| -46% | -$4.93K | ﹤0.01% | 1002 |
|
|
2023
Q3 | $9.1K | Buy |
+225
| New | +$9.1K | ﹤0.01% | 822 |
|