MWA
SMAR

Moser Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History

Moser Wealth Advisors’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
Q3 		– Sell
-3,565
Closed -$157K – 155
2024
Q2 		$157K Sell
3,565
-1,922
-35% -$84.7K 0.09% 80
2024
Q1 		$211K Sell
5,487
-1,556
-22% -$59.9K 0.12% 73
2023
Q4 		$337K Buy
+7,043
New +$337K 0.22% 61