Adero Partners’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,753
Closed -$206K 173
2022
Q1
$206K Buy
3,753
+1
+0% +$55 0.03% 152
2021
Q4
$291K Buy
+3,752
New +$291K 0.05% 136