Atria Investments’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,749
Closed -$540K 2021
2024
Q3
$540K Buy
9,749
+289
+3% +$16K 0.01% 1282
2024
Q2
$417K Buy
+9,460
New +$417K 0.01% 1398
2020
Q1
Sell
-4,587
Closed -$206K 1225
2019
Q4
$206K Buy
+4,587
New +$206K 0.01% 1143