PWM
SMAR

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

Prosperity 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
2024
Q1 		– Sell
-7,650
Closed -$366K – 191
2023
Q4 		$366K Buy
+7,650
New +$366K 0.24% 72