Wealth Enhancement Advisory Services’s Smartsheet Inc. SMAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-64,180	Closed	-$3.6M	–	3154
2024 Q4	$3.6M	Buy	64,180 +35,531	+124%	+$1.99M	0.01%	921
2024 Q3	$1.59M	Buy	28,649 +21,384	+294%	+$1.18M	﹤0.01%	1167
2024 Q2	$320K	Buy	+7,265	New	+$320K	﹤0.01%	1933