C
PLAN

Covestor’s Anaplan, Inc. PLAN Stock Holding History

Covestor’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-215
Closed -$14K – 2547
2022
Q1 		$14K Buy
215
+87
+68% +$5.67K 0.01% 1199
2021
Q4 		$6K Buy
+128
New +$6K 0.01% 1275