Austin Private Wealth’s Anaplan, Inc. PLAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,000	Closed	-$453K	–	99
2020 Q2	$453K	Sell	10,000 -3,000	-23%	-$136K	0.2%	43
2020 Q1	$393K	Sell	13,000 -1,000	-7%	-$30.2K	0.24%	41
2019 Q4	$734K	Buy	+14,000	New	+$734K	0.38%	29