EP
SMAR

Edgestream Partners’s Smartsheet Inc. SMAR Stock Holding History

Edgestream Partners’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
-14,894
Closed -$657K – 1122
2024
Q2 		$657K Sell
14,894
-115,821
-89% -$5.11M 0.03% 620
2024
Q1 		$5.03M Buy
+130,715
New +$5.03M 0.25% 104
2023
Q3 		– Sell
-12,824
Closed -$491K – 1016
2023
Q2 		$491K Buy
+12,824
New +$491K 0.04% 532