Whittier Trust’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5
| Closed | -$202 | – | 1707 |
|
|
2023
Q3 | $202 | Buy |
+5
| New | +$202 | ﹤0.01% | 1634 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | – | – | 1610 |
|
|
2019
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1629 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1601 |
|
|
2019
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1466 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1510 |
|
|
2018
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1382 |
|