CA
SMAR

Claro Advisors’s Smartsheet Inc. SMAR Stock Holding History

Claro 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
-4,754
Closed -$266K – 554
2024
Q4 		$266K Buy
+4,754
New +$266K 0.04% 384