Frisch Financial Group’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-19,198
Closed -$929K 107
2019
Q2
$929K Buy
19,198
+13,037
+212% +$631K 0.62% 29
2019
Q1
$251K Buy
+6,161
New +$251K 0.15% 87