CAAS
PLAN

Capital Asset Advisory Services’s Anaplan, Inc. PLAN Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-200
Closed -$14K – 1621
2020
Q4 		$14K Buy
+200
New +$14K ﹤0.01% 1007