Valeo Financial Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$64K | – | 1798 |
|
|
2021
Q1 | $64K | Hold |
1,000
| – | – | ﹤0.01% | 739 |
|
|
2020
Q4 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 661 |
|
|
2020
Q3 | $49K | Sell |
1,000
-1,110
| -53% | -$54.4K | ﹤0.01% | 655 |
|
|
2020
Q2 | $107K | Buy |
2,110
+600
| +40% | +$30.4K | 0.01% | 480 |
|
|
2020
Q1 | $67K | Buy |
1,510
+1,000
| +196% | +$44.4K | 0.01% | 505 |
|
|
2019
Q4 | $23K | Buy |
510
+500
| +5,000% | +$22.5K | ﹤0.01% | 883 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1690 |
|
|
2019
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q1 | $0 | Buy |
10
+3
| +43% | – | ﹤0.01% | 1690 |
|
|
2018
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1756 |
|