MWM
SMAR

Mascoma Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

Mascoma Wealth Management’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
-40
Closed -$2.24K – 546
2024
Q4 		$2.24K Buy
+40
New +$2.24K ﹤0.01% 467