TWD
SMAR

True Wealth Design’s Smartsheet Inc. SMAR Stock Holding History

True Wealth Design’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
-2,111
Closed -$118K – 2695
2024
Q4 		$118K Buy
2,111
+1,379
+188% +$77.3K 0.05% 57
2024
Q3 		$40.5K Buy
+732
New +$40.5K 0.02% 174