SSWM
SAIL

Sheets Smith Wealth Management’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Sheets Smith Wealth Management’s Portfolio SAIL Stock Details SAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,185
Closed -$346K – 334
2018
Q3 		$346K Buy
10,185
+532
+6% +$15.5K 0.07% 274
2018
Q2 		$237K Buy
+9,653
New +$235K 0.06% 285

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EMG
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Invesco
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Fidelity Investments
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