Virtus Fund Advisers’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 |
-1,098
| Closed | -$60.8K | – | 142 |
|
|
2024
Q3 | $60.8K | Hold |
1,098
| – | – | 0.25% | 50 |
|
|
2024
Q2 | $48.4K | Buy |
1,098
+36
| +3% | +$1.59K | 0.19% | 59 |
|
|
2024
Q1 | $40.9K | Buy |
1,062
+302
| +40% | +$11.6K | 0.14% | 70 |
|
|
2023
Q4 | $36.3K | Hold |
760
| – | – | 0.23% | 64 |
|
|
2023
Q3 | $30.8K | Hold |
760
| – | – | 0.22% | 74 |
|
|
2023
Q2 | $29.1K | Hold |
760
| – | – | 0.21% | 80 |
|
|
2023
Q1 | $36.3K | Hold |
760
| – | – | 0.25% | 69 |
|
|
2022
Q4 | $29.9K | Buy |
+760
| New | +$29.9K | 0.21% | 78 |
|