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PLAN

NewEdge Advisors’s Anaplan, Inc. PLAN Stock Holding History

NewEdge Advisors’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
-21,617
Closed -$1.32M – 1717
2021
Q3 		$1.32M Buy
+21,617
New +$1.32M 0.03% 438
2020
Q2 		– Sell
-22,668
Closed -$686K – 953
2020
Q1 		$686K Buy
+22,668
New +$686K 0.03% 384