Washington Harbour Partners’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-86,034
| Closed | -$3.79M | – | 29 |
|
|
2024
Q2 | $3.79M | Sell |
86,034
-7,000
| -8% | -$309K | 6.62% | 7 |
|
|
2024
Q1 | $3.58M | Buy |
93,034
+1,000
| +1% | +$38.5K | 5.8% | 8 |
|
|
2023
Q4 | $4.4M | Buy |
92,034
+36,000
| +64% | +$1.72M | 8.44% | 1 |
|
|
2023
Q3 | $2.27M | Hold |
56,034
| – | – | 5.27% | 7 |
|
|
2023
Q2 | $2.14M | Sell |
56,034
-27,500
| -33% | -$1.05M | 4.28% | 10 |
|
|
2023
Q1 | $3.99M | Sell |
83,534
-146,622
| -64% | -$7.01M | 7.62% | 5 |
|
|
2022
Q4 | $9.06M | Buy |
230,156
+27,861
| +14% | +$1.1M | 15.24% | 1 |
|
|
2022
Q3 | $6.95M | Sell |
202,295
-54,691
| -21% | -$1.88M | 6.81% | 5 |
|
|
2022
Q2 | $8.08M | Buy |
256,986
+36,986
| +17% | +$1.16M | 5.47% | 7 |
|
|
2022
Q1 | $12.1M | Buy |
+220,000
| New | +$12.1M | 4.4% | 13 |
|