PAG
SMAR

Poinciana Advisors Group’s Smartsheet Inc. SMAR Stock Holding History

Poinciana Advisors Group’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,346
Closed -$356K – 129
2024
Q4 		$356K Buy
+6,346
New +$356K 0.36% 42