Values First Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $25 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $477K | Buy |
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|
2021
Q4 | $651K | Buy |
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|
2021
Q3 | $521K | Sell |
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|
2021
Q2 | $622K | Buy |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $431K | Sell |
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|
2020
Q3 | $324K | Buy |
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|
2020
Q2 | $290K | Sell |
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|
2020
Q1 | $292K | Buy |
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|
2019
Q4 | $310K | Buy |
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