Sterling Investment Advisors (Pennsylvania)’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-233
Closed -$13K 640
2022
Q1
$13K Sell
233
-9
-4% -$502 ﹤0.01% 411
2021
Q4
$19K Hold
242
0.01% 375
2021
Q3
$17K Hold
242
0.01% 383
2021
Q2
$18K Buy
+242
New +$18K 0.01% 372