AR
SMAR

Advisory Research’s Smartsheet Inc. SMAR Stock Holding History

Advisory Research’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,386
Closed -$257K – 502
2023
Q1 		$257K Buy
+5,386
New +$257K 0.04% 307
2022
Q2 		– Sell
-5,956
Closed -$326K – 444
2022
Q1 		$326K Buy
+5,956
New +$326K 0.03% 297