DT
PLAN

Diversified Trust’s Anaplan, Inc. PLAN Stock Holding History

Diversified Trust’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
-9,213
Closed -$599K – 888
2022
Q1 		$599K Sell
9,213
-7,625
-45% -$496K 0.02% 389
2021
Q4 		$772K Buy
16,838
+3,175
+23% +$146K 0.03% 320
2021
Q3 		$832K Buy
13,663
+3,730
+38% +$227K 0.03% 264
2021
Q2 		$529K Buy
+9,933
New +$529K 0.02% 383