Rothschild Investment LLC’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4
Closed -$224 3122
2024
Q4
$224 Hold
4
﹤0.01% 2771
2024
Q3
$221 Buy
+4
New +$221 ﹤0.01% 2693