DWA
SMAR

Delap Wealth Advisory’s Smartsheet Inc. SMAR Stock Holding History

Delap Wealth Advisory’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
Q3 		– Sell
-12,041
Closed -$531K – 122
2024
Q2 		$531K Buy
+12,041
New +$531K 0.24% 44