JWM
PLAN

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

Janiczek Wealth Management’s Portfolio PLAN Stock Details PLAN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-17
Closed -$1K – 942
2021
Q1 		$1K Sell
17
-30
-64% -$1.77K ﹤0.01% 850
2020
Q4 		$3K Sell
47
-13
-22% -$830 ﹤0.01% 661
2020
Q3 		$4K Buy
+60
New +$4K ﹤0.01% 416