1IA
SMAR

1620 Investment Advisors’s Smartsheet Inc. SMAR Stock Holding History

1620 Investment Advisors’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,615
Closed -$90.5K – 729
2024
Q4 		$90.5K Sell
1,615
-149
-8% -$8.35K 0.07% 237
2024
Q3 		$97.7K Buy
1,764
+89
+5% +$4.93K 0.07% 230
2024
Q2 		$73.8K Buy
+1,675
New +$73.8K 0.06% 254