PWA
SMAR

Principia Wealth Advisory’s Smartsheet Inc. SMAR Stock Holding History

Principia Wealth Advisory’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
-7
Closed -$392 – 920
2024
Q4 		$392 Buy
+7
New +$392 ﹤0.01% 613