Focus Partners Wealth
SMAR

Focus Partners Wealth’s Smartsheet Inc. SMAR Stock Holding History

Focus Partners Wealth’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
-18,926
Closed -$1.06M – 2017
2024
Q4 		$1.06M Buy
18,926
+8,051
+74% +$451K ﹤0.01% 1031
2024
Q3 		$602K Buy
+10,875
New +$602K ﹤0.01% 1077