Institutional & Family Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Institutional & Family Asset Management’s Portfolio SMAR Stock Details SMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$793	Sell
2024 Q1	$1K	Buy
2023 Q4	$861	Hold
2023 Q3	$728	Hold
2023 Q2	$689	Hold
2023 Q1	$860	Buy
2022 Q4	$512	Hold
2022 Q3	$0	Hold
2022 Q2	$0	Buy
2022 Q1	$0	Hold
2021 Q4	$1K	Buy