CFA
PLAN

Cahill Financial Advisors’s Anaplan, Inc. PLAN Stock Holding History

Cahill Financial 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
-200
Closed -$12K – 863
2021
Q3 		$12K Buy
+200
New +$12K ﹤0.01% 529