SPIA
PLAN

Steward Partners Investment Advisory’s Anaplan, Inc. PLAN Stock Holding History

Steward Partners Investment Advisory’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15
Closed -$1K – 3464
2022
Q1 		$1K Buy
+15
New +$1K ﹤0.01% 3262
2021
Q1 		– Sell
-15
Closed -$1K – 3529
2020
Q4 		$1K Buy
+15
New +$1K ﹤0.01% 2843