Steward Partners Investment Advisory’s Smartsheet Inc. SMAR Stock Holding History

Steward Partners Investment Advisory’s Portfolio SMAR Stock Details SMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$784	Sell
2024 Q3	$2.82K	Sell
2024 Q2	$4.98K	Sell
2024 Q1	$7.12K	Buy
2021 Q2	–	Sell
2021 Q1	$7.99K	Sell
2020 Q4	$21K	Buy