OPS
PLAN

Orion Portfolio Solutions’s Anaplan, Inc. PLAN Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-13
Closed -$1K – 2272
2020
Q2 		$1K Buy
13
+7
+117% +$538 ﹤0.01% 2128
2020
Q1 		$0 Sell
6
-287
-98% – ﹤0.01% 2428
2019
Q4 		$15K Buy
+293
New +$15K ﹤0.01% 871