SBL
PLAN

Sargent Bickham Lagudis’s Anaplan, Inc. PLAN Stock Holding History

Sargent Bickham Lagudis’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
-750
Closed -$40K – 1030
2021
Q1 		$40K Hold
750
– – ﹤0.01% 478
2020
Q4 		$54K Buy
+750
New +$54K 0.01% 414