EWA
PLAN

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

Evolution Wealth Advisors’s Portfolio PLAN Stock Details PLAN Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
2021
Q3 		$227K Sell
2021
Q2 		$222K Buy
2021
Q1 		$136K Buy
2020
Q4 		$142K Sell
2020
Q3 		$159K Buy
2020
Q2 		– Sell
2020
Q1 		$103K Buy
2019
Q4 		$130K Buy
2019
Q3 		$10K Sell
2019
Q2 		$64K Buy