RPWA
SMAR

Regent Peak Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History

Regent Peak Wealth Advisors’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-41
Closed -$3K – 1052
2020
Q4 		$3K Buy
+41
New +$3K ﹤0.01% 784