AF
PLAN

Allworth Financial’s Anaplan, Inc. PLAN Stock Holding History

Allworth Financial’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-333
Closed -$22K – 2975
2022
Q1 		$22K Buy
+333
New +$22K ﹤0.01% 1232
2021
Q1 		– Sell
-41
Closed -$3K – 1656
2020
Q4 		$3K Buy
+41
New +$3K ﹤0.01% 1116