SWM
PLAN

Selective Wealth Management’s Anaplan, Inc. PLAN Stock Holding History

Selective Wealth Management’s Portfolio PLAN Stock Details PLAN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-197,146
Closed -$12.8M – 843
2022
Q1 		$12.8M Sell
197,146
-2,301
-1% -$150K 4.65% 5
2021
Q4 		$9.15M Buy
+199,447
New +$9.15M 3.73% 9