Orion Portfolio Solutions’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-18
Closed -$1K 2138
2020
Q2
$1K Buy
18
+4
+29% +$222 ﹤0.01% 2106
2020
Q1
$1K Sell
14
-153
-92% -$10.9K ﹤0.01% 1835
2019
Q4
$8K Buy
+167
New +$8K ﹤0.01% 1114