CAM
SMAR

Concorde Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Concorde Asset Management’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-20,240
Closed -$1M – 203
2020
Q3 		$1M Buy
+20,240
New +$1M 0.57% 50