Cetera Investment Advisers’s Smartsheet Inc. SMAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,435	Closed	-$809K	–	4054
2024 Q4	$809K	Buy	14,435 +1,241	+9%	+$69.5K	﹤0.01%	2313
2024 Q3	$730K	Sell	13,194 -5,241	-28%	-$290K	﹤0.01%	2346
2024 Q2	$813K	Buy	18,435 +10,537	+133%	+$464K	﹤0.01%	2233
2024 Q1	$304K	Buy	+7,898	New	+$304K	﹤0.01%	3027