GVAG
SMAR

Great Valley Advisor Group’s Smartsheet Inc. SMAR Stock Holding History

Great Valley Advisor Group’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,949
Closed -$343K – 531
2020
Q4 		$343K Sell
4,949
-333
-6% -$23.1K 0.04% 347
2020
Q3 		$262K Sell
5,282
-1,438
-21% -$71.3K 0.03% 352
2020
Q2 		$342K Sell
6,720
-2,582
-28% -$131K 0.06% 296
2020
Q1 		$386K Buy
+9,302
New +$386K 0.1% 210