KAS
PLAN

Kestra Advisory Services’s Anaplan, Inc. PLAN Stock Holding History

Kestra Advisory Services’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
-3,694
Closed -$240K – 2261
2022
Q1 		$240K Buy
+3,694
New +$240K ﹤0.01% 1730