OFS
SMAR

OneAscent Financial Services’s Smartsheet Inc. SMAR Stock Holding History

OneAscent Financial Services’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,511
Closed -$223K – 198
2020
Q3 		$223K Buy
+4,511
New +$223K 0.12% 167
2020
Q1 		– Sell
-4,597
Closed -$206K – 199
2019
Q4 		$206K Buy
+4,597
New +$206K 0.11% 151