BAM
SMAR

Belpointe Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-640
Closed -$30.6K – 3526
2023
Q1 		$30.6K Hold
640
– – ﹤0.01% 2040
2022
Q4 		$25.2K Buy
+640
New +$25.2K ﹤0.01% 2015
2021
Q3 		– Sell
-1,630
Closed -$118K – 1254
2021
Q2 		$118K Buy
+1,630
New +$118K 0.01% 1063