WKWM
SMAR

Walter & Keenan Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

Walter & Keenan Wealth Management’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,200
Closed -$291K – 154
2020
Q4 		$291K Sell
4,200
-1,000
-19% -$69.3K 0.11% 123
2020
Q3 		$257K Hold
5,200
– – 0.1% 125
2020
Q2 		$265K Buy
+5,200
New +$265K 0.11% 123