BCA
PLAN

Berman Capital Advisors’s Anaplan, Inc. PLAN Stock Holding History

Berman Capital 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
Q3 		$32K Sell
527
-171
-24% -$10.4K 0.01% 847
2021
Q2 		$36K Sell
698
-2,881
-80% -$149K 0.01% 709
2021
Q1 		$192K Buy
3,579
+3,575
+89,375% +$192K 0.04% 195
2020
Q4 		$0 Buy
+4
New – ﹤0.01% 1902