A detailed history of Regal Investment Advisors LLC transactions in Smartsheet Inc stock. As of the latest transaction made, Regal Investment Advisors LLC holds 10,279 shares of SMAR stock, worth $577,371. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,279
Previous 10,273 0.06%
Holding current value
$577,371
Previous $452,000 25.66%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$42.95 - $55.46 $257 - $332
6 Added 0.06%
10,279 $568,000
Q2 2024

Aug 14, 2024

SELL
$36.58 - $44.29 $9,474 - $11,471
-259 Reduced 2.46%
10,273 $452,000
Q1 2024

May 15, 2024

SELL
$37.52 - $48.57 $2,663 - $3,448
-71 Reduced 0.67%
10,532 $405,000
Q4 2023

Feb 14, 2024

BUY
$38.1 - $48.42 $403,974 - $513,397
10,603 New
10,603 $507,000
Q1 2023

May 11, 2023

BUY
$35.73 - $48.01 $364,481 - $489,750
10,201 New
10,201 $487,000

Others Institutions Holding SMAR

About SMARTSHEET INC


  • Ticker SMAR
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 130,600,000
  • Market Cap $7.34B
  • 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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