SGAM
SMAR

Smith Group Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Smith Group Asset 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
Q4 		– Sell
-17,170
Closed -$951K – 210
2024
Q3 		$951K Buy
17,170
+2,150
+14% +$119K 0.08% 63
2024
Q2 		$662K Buy
15,020
+4,620
+44% +$204K 0.06% 70
2024
Q1 		$400K Buy
10,400
+3,800
+58% +$146K 0.02% 151
2023
Q4 		$316K Buy
+6,600
New +$316K 0.02% 162