OWM
SMAR

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

OneAscent 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
2021
Q1 		$287K Buy
4,483
+478
+12% +$30.6K 0.12% 172
2020
Q4 		$278K Buy
+4,005
New +$278K 0.13% 162