A detailed history of Steward Partners Investment Advisory, LLC transactions in Smartsheet Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 51 shares of SMAR stock, worth $2,852. This represents 0.0% of its overall portfolio holdings.

Number of Shares
51
Previous 113 54.87%
Holding current value
$2,852
Previous $4,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$42.95 - $55.46 $2,662 - $3,438
-62 Reduced 54.87%
51 $2,000
Q2 2024

Aug 08, 2024

SELL
$36.58 - $44.29 $2,633 - $3,188
-72 Reduced 38.92%
113 $4,000
Q1 2024

May 15, 2024

BUY
$37.52 - $48.57 $6,941 - $8,985
185 New
185 $7,000
Q2 2021

Aug 13, 2021

SELL
$52.16 - $73.89 $6,520 - $9,236
-125 Closed
0 $0
Q1 2021

May 14, 2021

SELL
$59.79 - $84.41 $10,463 - $14,771
-175 Reduced 58.33%
125 $7,000
Q4 2020

Feb 11, 2021

BUY
$48.93 - $73.86 $14,679 - $22,158
300 New
300 $21,000

Others Institutions Holding SMAR

About SMARTSHEET INC


  • Ticker SMAR
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 130,600,000
  • Market Cap $7.31B
  • 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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