VNA
SMAR

Valley National Advisers’s Smartsheet Inc. SMAR Stock Holding History

Valley National Advisers’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-70
Closed -$3K – 1301
2023
Q4 		$3K Buy
70
+15
+27% +$643 ﹤0.01% 906
2023
Q3 		$2K Buy
+55
New +$2K ﹤0.01% 867