AAS
SMAR

Avantax Advisory Services’s Smartsheet Inc. SMAR Stock Holding History

Avantax Advisory Services’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
-5,382
Closed -$298K – 2288
2024
Q3 		$298K Buy
5,382
+628
+13% +$34.8K ﹤0.01% 1754
2024
Q2 		$210K Buy
+4,754
New +$210K ﹤0.01% 1926