Y-Intercept (HK)’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,174
| Closed | -$286K | – | 1778 |
|
|
2024
Q3 | $286K | Sell |
5,174
-10,570
| -67% | -$585K | 0.02% | 1036 |
|
|
2024
Q2 | $694K | Sell |
15,744
-35,547
| -69% | -$1.57M | 0.04% | 672 |
|
|
2024
Q1 | $1.97M | Buy |
51,291
+16,617
| +48% | +$640K | 0.15% | 170 |
|
|
2023
Q4 | $1.66M | Buy |
34,674
+11,591
| +50% | +$554K | 0.15% | 174 |
|
|
2023
Q3 | $934K | Sell |
23,083
-32,735
| -59% | -$1.32M | 0.09% | 337 |
|
|
2023
Q2 | $2.14M | Buy |
55,818
+31,474
| +129% | +$1.2M | 0.23% | 101 |
|
|
2023
Q1 | $1.16M | Buy |
24,344
+12,859
| +112% | +$615K | 0.14% | 215 |
|
|
2022
Q4 | $452K | Buy |
+11,485
| New | +$452K | 0.07% | 470 |
|
|
2022
Q3 | – | Sell |
-6,879
| Closed | -$216K | – | 1339 |
|
|
2022
Q2 | $216K | Buy |
+6,879
| New | +$216K | 0.03% | 659 |
|
|
2022
Q1 | – | Sell |
-3,165
| Closed | -$245K | – | 1000 |
|
|
2021
Q4 | $245K | Sell |
3,165
-4,952
| -61% | -$383K | 0.06% | 459 |
|
|
2021
Q3 | $559K | Buy |
+8,117
| New | +$559K | 0.1% | 309 |
|
|
2021
Q2 | – | Sell |
-7,270
| Closed | -$441K | – | 961 |
|
|
2021
Q1 | $441K | Buy |
7,270
+411
| +6% | +$24.9K | 0.12% | 286 |
|
|
2020
Q4 | $483K | Buy |
+6,859
| New | +$483K | 0.2% | 161 |
|