Valmark Advisers’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,648
| Closed | -$360K | – | 441 |
|
|
2021
Q4 | $360K | Sell |
4,648
-2,899
| -38% | -$225K | 0.01% | 323 |
|
|
2021
Q3 | $519K | Buy |
7,547
+194
| +3% | +$13.3K | 0.01% | 271 |
|
|
2021
Q2 | $532K | Buy |
7,353
+265
| +4% | +$19.2K | 0.01% | 271 |
|
|
2021
Q1 | $453K | Sell |
7,088
-2,906
| -29% | -$186K | 0.01% | 279 |
|
|
2020
Q4 | $692K | Buy |
9,994
+1,705
| +21% | +$118K | 0.01% | 213 |
|
|
2020
Q3 | $410K | Buy |
8,289
+2,302
| +38% | +$114K | 0.01% | 199 |
|
|
2020
Q2 | $305K | Buy |
+5,987
| New | +$305K | 0.01% | 215 |
|