MFG
SMAR

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

Merit Financial Group’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
-14,437
Closed -$809K – 1450
2024
Q4 		$809K Buy
+14,437
New +$809K 0.01% 559