CPIG
SMAR

Chicago Partners Investment Group’s Smartsheet Inc. SMAR Stock Holding History

Chicago Partners Investment Group’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$394K Buy
2021
Q3 		– Sell
2021
Q2 		$1.23M Buy
2021
Q1 		$941K Buy
2020
Q4 		$805K Buy
2020
Q3 		$436K Buy
2020
Q2 		$347K Buy
2020
Q1 		$291K Buy