Virtus Investment Advisers’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 |
-3,000
| Closed | -$168K | – | 710 |
|
|
2024
Q4 | $168K | Sell |
3,000
-5,694
| -65% | -$319K | 0.13% | 212 |
|
|
2024
Q3 | $481K | Buy |
8,694
+3,000
| +53% | +$166K | 0.38% | 83 |
|
|
2024
Q2 | $251K | Hold |
5,694
| – | – | 0.21% | 150 |
|
|
2024
Q1 | $219K | Hold |
5,694
| – | – | 0.16% | 181 |
|
|
2023
Q4 | $272K | Hold |
5,694
| – | – | 0.2% | 142 |
|
|
2023
Q3 | $230K | Hold |
5,694
| – | – | 0.16% | 156 |
|
|
2023
Q2 | $218K | Hold |
5,694
| – | – | 0.15% | 180 |
|
|
2023
Q1 | $272K | Buy |
5,694
+885
| +18% | +$42.3K | 0.19% | 147 |
|
|
2022
Q4 | $189K | Buy |
4,809
+1,172
| +32% | +$46.1K | 0.13% | 202 |
|
|
2022
Q3 | $125K | Buy |
+3,637
| New | +$125K | 0.06% | 264 |
|