SFC
SMAR

SYM Financial Corp’s Smartsheet Inc. SMAR Stock Holding History

SYM Financial Corp’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,956
Closed -$278K – 394
2024
Q4 		$278K Buy
+4,956
New +$278K 0.04% 168