DT
SMAR

Diversified Trust’s Smartsheet Inc. SMAR Stock Holding History

Diversified Trust’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11,745
Closed -$814K – 867
2020
Q4 		$814K Sell
11,745
-2,755
-19% -$191K 0.03% 240
2020
Q3 		$717K Buy
14,500
+7,350
+103% +$363K 0.03% 237
2020
Q2 		$364K Buy
+7,150
New +$364K 0.02% 328