CIA
SMAR

Cape Investment Advisory’s Smartsheet Inc. SMAR Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-425
Closed -$20.3K – 1197
2023
Q4 		$20.3K Buy
+425
New +$20.3K 0.01% 529