FWM
PLAN

Focused Wealth Management’s Anaplan, Inc. PLAN Stock Holding History

Focused Wealth Management’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,000
Closed -$122K – 1061
2021
Q3 		$122K Buy
+2,000
New +$122K 0.02% 256