CPA
SMAR

Capital Performance Advisors’s Smartsheet Inc. SMAR Stock Holding History

Capital Performance Advisors’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
Q1 		– Sell
-6,165
Closed -$345K – 285
2024
Q4 		$345K Buy
6,165
+3,423
+125% +$192K 0.11% 82
2024
Q3 		$152K Buy
+2,742
New +$152K 0.05% 137