CP
SMAR

Castleview Partners’s Smartsheet Inc. SMAR Stock Holding History

Castleview Partners’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
-966
Closed -$46.2K – 951
2023
Q4 		$46.2K Buy
966
+12
+1% +$574 0.03% 306
2023
Q3 		$38.6K Buy
+954
New +$38.6K 0.04% 296