WPW
SMAR

Waldron Private Wealth’s Smartsheet Inc. SMAR Stock Holding History

Waldron Private Wealth’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
-605
Closed -$33.5K – 503
2024
Q3 		$33.5K Buy
+605
New +$33.5K ﹤0.01% 452