CFO
PLAN

CVA Family Office’s Anaplan, Inc. PLAN Stock Holding History

CVA Family Office’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
Q1 		– Sell
-82
Closed -$4K – 1013
2021
Q4 		$4K Buy
+82
New +$4K ﹤0.01% 792
2021
Q3 		– Sell
-173
Closed -$9K – 947
2021
Q2 		$9K Buy
+173
New +$9K ﹤0.01% 688