IGWM
PLAN

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

ICA Group 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
2022
Q2 		– Sell
-5,000
Closed -$317K – 402
2022
Q1 		$317K Buy
+5,000
New +$317K 0.06% 268