Zacks Investment Management’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 |
-82,200
| Closed | -$4.55M | – | 786 |
|
2024
Q3 | $4.55M | Buy |
+82,200
| New | +$4.55M | 0.04% | 228 |
|
2024
Q1 | – | Sell |
-117,006
| Closed | -$5.6M | – | 726 |
|
2023
Q4 | $5.6M | Buy |
117,006
+136
| +0.1% | +$6.5K | 0.07% | 180 |
|
2023
Q3 | $4.73M | Buy |
116,870
+676
| +0.6% | +$27.4K | 0.06% | 190 |
|
2023
Q2 | $4.45M | Sell |
116,194
-78,155
| -40% | -$2.99M | 0.06% | 194 |
|
2023
Q1 | $9.29M | Buy |
+194,349
| New | +$9.29M | 0.12% | 141 |
|