SF
PLAN

Symphony Financial’s Anaplan, Inc. PLAN Stock Holding History

Symphony Financial’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
-4,680
Closed -$265K – 208
2021
Q1 		$265K Buy
4,680
+871
+23% +$49.3K 0.07% 167
2020
Q4 		$266K Buy
3,809
+20
+0.5% +$1.4K 0.1% 136
2020
Q3 		$237K Buy
+3,789
New +$237K 0.1% 120