EWP
PLAN

Engrave Wealth Partners’s Anaplan, Inc. PLAN Stock Holding History

Engrave Wealth Partners’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-25
Closed -$1K – 461
2020
Q2 		$1K Hold
25
– – ﹤0.01% 442
2020
Q1 		$0 Buy
+25
New – ﹤0.01% 490