SSG
SMAR

Summit Securities Group’s Smartsheet Inc. SMAR Stock Holding History

Summit Securities Group’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
-1,000
Closed -$55K – 827
2024
Q3 		$55K Buy
+1,000
New +$55K 0.01% 115
2021
Q4 		– Hold
0
– – – 557
2021
Q3 		– Hold
0
– – – 512