OIS
PLAN

Okabena Investment Services’s Anaplan, Inc. PLAN Stock Holding History

Okabena Investment 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
2020
Q2 		– Sell
-18,498
Closed -$560K – 94
2020
Q1 		$560K Buy
+18,498
New +$560K 0.64% 50