AW
SMAR

Avion Wealth’s Smartsheet Inc. SMAR Stock Holding History

Avion Wealth’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24
Closed -$1K – 1699
2025
Q1 		$1K Hold
24
– – ﹤0.01% 967
2024
Q4 		$1K Sell
24
-232
-91% -$9.67K ﹤0.01% 965
2024
Q3 		$14K Buy
256
+11
+4% +$602 ﹤0.01% 314
2024
Q2 		$10K Buy
+245
New +$10K ﹤0.01% 348