EWA
PLAN

EverSource Wealth Advisors’s Anaplan, Inc. PLAN Stock Holding History

EverSource Wealth Advisors’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
-4,015
Closed -$184K – 1914
2021
Q4 		$184K Buy
+4,015
New +$184K 0.05% 232