TFA
PLAN

Toth Financial Advisory’s Anaplan, Inc. PLAN Stock Holding History

Toth Financial 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
2021
Q1 		– Sell
-4,600
Closed -$331K – 731
2020
Q4 		$331K Buy
+4,600
New +$331K 0.06% 171