AWA
PLAN

Arkadios Wealth Advisors’s Anaplan, Inc. PLAN Stock Holding History

Arkadios Wealth Advisors’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
Q4 		– Sell
-759
Closed -$46K – 1920
2021
Q3 		$46K Buy
759
+728
+2,348% +$44.1K 0.01% 904
2021
Q2 		$1K Hold
31
– – ﹤0.01% 1933
2021
Q1 		$1K Hold
31
– – ﹤0.01% 1623
2020
Q4 		$2K Buy
+31
New +$2K ﹤0.01% 1293