Valmark Advisers, Inc. Smartsheet Inc Transaction History

Valmark Advisers, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 10, 2022	SELL	$43.2 - $76.43 $200,793 - $355,246	-4,648 Closed	0 $0
Q4 2021 Feb 02, 2022	SELL	$59.49 - $79.82 $172,461 - $231,398	-2,899 Reduced 38.41%	4,648 $360,000
Q3 2021 Nov 09, 2021	BUY	$67.72 - $83.77 $13,137 - $16,251	194 Added 2.64%	7,547 $519,000
Q2 2021 Aug 06, 2021	BUY	$52.16 - $73.89 $13,822 - $19,580	265 Added 3.74%	7,353 $532,000
Q1 2021 May 04, 2021	SELL	$59.79 - $84.41 $173,749 - $245,295	-2,906 Reduced 29.08%	7,088 $453,000
Q4 2020 Feb 03, 2021	BUY	$48.93 - $73.86 $83,425 - $125,931	1,705 Added 20.57%	9,994 $692,000
Q3 2020 Nov 09, 2020	BUY	$41.04 - $59.64 $94,474 - $137,291	2,302 Added 38.45%	8,289 $410,000
Q2 2020 Jul 31, 2020	BUY	$39.34 - $59.32 $235,528 - $355,148	5,987 New	5,987 $305,000

468

122M

2.22M

2.56M

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...

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

Stay updated on Valmark Advisers, Inc. with notifications on news.