Waddell & Reed Financial’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $34.6M | Sell |
541,313
-5,550
| -1% | -$355K | 0.07% | 303 |
|
|
2020
Q4 | $37.9M | Sell |
546,863
-170,155
| -24% | -$11.8M | 0.08% | 263 |
|
|
2020
Q3 | $35.4M | Sell |
717,018
-132,256
| -16% | -$6.54M | 0.09% | 261 |
|
|
2020
Q2 | $43.2M | Buy |
849,274
+101,192
| +14% | +$5.15M | 0.11% | 213 |
|
|
2020
Q1 | $31.1M | Buy |
748,082
+10,764
| +1% | +$447K | 0.1% | 227 |
|
|
2019
Q4 | $33.1M | Buy |
737,318
+79,331
| +12% | +$3.56M | 0.08% | 261 |
|
|
2019
Q3 | $23.7M | Buy |
657,987
+154,566
| +31% | +$5.57M | 0.06% | 307 |
|
|
2019
Q2 | $24.4M | Buy |
+503,421
| New | +$24.4M | 0.06% | 312 |
|