MLFP
PLAN

MPS Loria Financial Planners’s Anaplan, Inc. PLAN Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-200
Closed -$10K – 603
2021
Q1 		$10K Hold
200
– – ﹤0.01% 295
2020
Q4 		$14K Hold
200
– – 0.01% 273
2020
Q3 		$13K Hold
200
– – 0.01% 227
2020
Q2 		$9K Buy
+200
New +$9K ﹤0.01% 257