VFA
PLAN

Valeo Financial Advisors’s Anaplan, Inc. PLAN Stock Holding History

Valeo Financial Advisors’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
-50
Closed -$3K – 1935
2021
Q1 		$3K Sell
50
-5
-9% -$300 ﹤0.01% 1662
2020
Q4 		$4K Buy
55
+5
+10% +$364 ﹤0.01% 1410
2020
Q3 		$3K Buy
+50
New +$3K ﹤0.01% 1326