DBRC
PLAN

D.B. Root & Company’s Anaplan, Inc. PLAN Stock Holding History

D.B. Root & Company’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
-7,338
Closed -$336K – 196
2021
Q4 		$336K Buy
+7,338
New +$336K 0.12% 156