PPW
SMAR

Parcion Private Wealth’s Smartsheet Inc. SMAR Stock Holding History

Parcion Private Wealth’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-80,112
Closed -$5.02M – 212
2021
Q4 		$5.02M Buy
80,112
+69,893
+684% +$4.38M 0.45% 54
2021
Q3 		$713K Buy
+10,219
New +$713K 0.06% 130