Jones Financial Companies’s Smartsheet Inc. SMAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,996	Closed	-$280K	–	3900
2024 Q4	$280K	Buy	4,996 +59	+1%	+$3.31K	﹤0.01%	1200
2024 Q3	$273K	Buy	4,937 +2,174	+79%	+$120K	﹤0.01%	1035
2024 Q2	$122K	Buy	+2,763	New	+$122K	﹤0.01%	985