CAL
SMAR

Capital Analysts LLC’s Smartsheet Inc. SMAR Stock Holding History

Capital Analysts LLC’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,355
Closed -$74K – 1044
2022
Q1 		$74K Buy
1,355
+120
+10% +$6.55K ﹤0.01% 493
2021
Q4 		$96K Buy
1,235
+248
+25% +$19.3K 0.01% 458
2021
Q3 		$68K Hold
987
– – ﹤0.01% 534
2021
Q2 		$71K Buy
+987
New +$71K ﹤0.01% 510