A detailed history of Ever Source Wealth Advisors, LLC transactions in Smartsheet Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 64 shares of SMAR stock, worth $3,585. This represents 0.0% of its overall portfolio holdings.

Number of Shares
64
Previous 243 73.66%
Holding current value
$3,585
Previous $10,000 70.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$42.95 - $55.46 $7,688 - $9,927
-179 Reduced 73.66%
64 $3,000
Q2 2024

Aug 13, 2024

BUY
$36.58 - $44.29 $1,572 - $1,904
43 Added 21.5%
243 $10,000
Q1 2024

Jun 11, 2024

SELL
$37.52 - $48.57 $825 - $1,068
-22 Reduced 9.91%
200 $7,000
Q3 2023

Nov 03, 2023

BUY
$37.85 - $44.4 $832 - $976
22 Added 11.0%
222 $8,000
Q4 2022

Feb 09, 2023

BUY
$25.24 - $42.5 $5,048 - $8,500
200 New
200 $7,000
Q1 2022

May 25, 2022

SELL
$43.2 - $76.43 $3,412 - $6,037
-79 Reduced 75.24%
26 $2,000
Q4 2021

Feb 07, 2022

BUY
$59.49 - $79.82 $6,246 - $8,381
105 New
105 $8,000

Others Institutions Holding SMAR

About SMARTSHEET INC


  • Ticker SMAR
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 130,600,000
  • Market Cap $7.32B
  • Description
  • Smartsheet Inc. provides cloud-based enterprise platform to plan, capture, manage, automate, and report on work for teams and organizations. The company offers Dashboards for real-time visibility into the status of work to align individuals, managers, and executives; Portals to locate and access from any device the resources available for a proj...
More about SMAR
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.