AIM
SMAR

Allen Investment Management’s Smartsheet Inc. SMAR Stock Holding History

Allen Investment 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
2024
Q4 		– Sell
-17,673
Closed -$978K – 222
2024
Q3 		$978K Buy
+17,673
New +$978K 0.01% 145
2019
Q4 		– Sell
-14,131
Closed -$509K – 191
2019
Q3 		$509K Buy
14,131
+3,533
+33% +$127K 0.01% 135
2019
Q2 		$513K Buy
+10,598
New +$513K 0.01% 138