Xponance’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
-18,032
Closed -$1.01M 1492
2024
Q4
$1.01M Buy
18,032
+879
+5% +$49.3K 0.01% 718
2024
Q3
$950K Buy
17,153
+188
+1% +$10.4K 0.01% 718
2024
Q2
$748K Sell
16,965
-103
-0.6% -$4.54K 0.01% 776
2024
Q1
$657K Sell
17,068
-392
-2% -$15.1K 0.01% 866
2023
Q4
$835K Sell
17,460
-622
-3% -$29.7K 0.01% 739
2023
Q3
$732K Buy
18,082
+684
+4% +$27.7K 0.01% 755
2023
Q2
$666K Buy
17,398
+325
+2% +$12.4K 0.01% 798
2023
Q1
$816K Buy
17,073
+23
+0.1% +$1.1K 0.01% 727
2022
Q4
$671K Buy
17,050
+2,248
+15% +$88.5K 0.01% 787
2022
Q3
$509K Buy
14,802
+186
+1% +$6.4K 0.01% 839
2022
Q2
$459K Buy
14,616
+646
+5% +$20.3K 0.01% 886
2022
Q1
$765K Buy
13,970
+327
+2% +$17.9K 0.01% 702
2021
Q4
$1.06M Buy
13,643
+214
+2% +$16.6K 0.02% 585
2021
Q3
$924K Sell
13,429
-305
-2% -$21K 0.02% 595
2021
Q2
$993K Buy
13,734
+2,022
+17% +$146K 0.02% 596
2021
Q1
$749K Buy
11,712
+225
+2% +$14.4K 0.02% 598
2020
Q4
$796K Sell
11,487
-84
-0.7% -$5.82K 0.02% 537
2020
Q3
$572K Buy
11,571
+4
+0% +$198 0.01% 588
2020
Q2
$589K Buy
+11,567
New +$589K 0.02% 526