AWM
SMAR

AE Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

AE Wealth Management’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8,859
Closed -$368K – 1341
2020
Q1 		$368K Buy
+8,859
New +$368K 0.01% 797