Accel Wealth Management’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-340
| Closed | -$22K | – | 1080 |
|
|
2022
Q1 | $22K | Hold |
340
| – | – | 0.01% | 542 |
|
|
2021
Q4 | $16K | Hold |
340
| – | – | 0.01% | 618 |
|
|
2021
Q3 | $21K | Buy |
340
+140
| +70% | +$8.65K | 0.01% | 495 |
|
|
2021
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 685 |
|