MSWM
SMAR

McGlone Suttner Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-691
Closed -$33K – 839
2023
Q4 		$33K Buy
+691
New +$33K 0.01% 343