ACM
PLAN

Adalta Capital Management’s Anaplan, Inc. PLAN Stock Holding History

Adalta Capital Management’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,400
Closed -$75K – 102
2021
Q1 		$75K Sell
1,400
-600
-30% -$32.1K 0.04% 96
2020
Q4 		$144K Buy
+2,000
New +$144K 0.09% 72