A detailed history of Institute For Wealth Management, Llc. transactions in Smartsheet Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,421 shares of SMAR stock, worth $246,912. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,421
Holding current value
$246,912
% of portfolio
0.03%

Shares

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

Nov 12, 2024

BUY
$42.95 - $55.46 $189,881 - $245,188
4,421 New
4,421 $244,000
Q4 2023

Jan 31, 2024

BUY
$38.1 - $48.42 $167,487 - $212,854
4,396 New
4,396 $210,000
Q1 2023

Apr 20, 2023

BUY
$35.73 - $48.01 $157,069 - $211,051
4,396 New
4,396 $210,000
Q2 2022

Jul 25, 2022

SELL
$27.45 - $57.45 $120,670 - $252,550
-4,396 Closed
0 $0
Q2 2021

Jul 21, 2021

BUY
$52.16 - $73.89 $29,157 - $41,304
559 Added 14.57%
4,396 $318,000
Q1 2021

May 04, 2021

SELL
$59.79 - $84.41 $51,957 - $73,352
-869 Reduced 18.47%
3,837 $245,000
Q4 2020

Feb 01, 2021

BUY
$48.93 - $73.86 $4,893 - $7,386
100 Added 2.17%
4,706 $326,000
Q3 2020

Nov 03, 2020

BUY
$41.04 - $59.64 $189,030 - $274,701
4,606 New
4,606 $228,000
Q1 2020

Apr 29, 2020

SELL
$32.05 - $51.77 $276,367 - $446,412
-8,623 Closed
0 $0
Q4 2019

Feb 27, 2020

BUY
$34.8 - $47.43 $286,612 - $390,633
8,236 Added 2128.17%
8,623 $387,000
Q4 2019

Jan 27, 2020

BUY
$34.8 - $47.43 $13,467 - $18,355
387 New
387 $387,000
Q3 2019

Oct 28, 2019

SELL
$36.03 - $54.94 $1.01 Million - $1.54 Million
-27,970 Closed
0 $0
Q2 2019

Aug 02, 2019

BUY
$38.03 - $48.87 $595,359 - $765,059
15,655 Added 127.12%
27,970 $1.35 Million
Q4 2018

Feb 08, 2019

BUY
$21.61 - $30.32 $266,127 - $373,390
12,315 New
12,315 $306,000

Others Institutions Holding SMAR

About SMARTSHEET INC


  • Ticker SMAR
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 130,600,000
  • Market Cap $7.29B
  • 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
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