American Portfolios Advisors’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-320
| Closed | -$20.8K | – | 3654 |
|
|
2022
Q1 | $20.8K | Sell |
320
-100
| -24% | -$6.51K | ﹤0.01% | 2353 |
|
|
2021
Q4 | $19.3K | Hold |
420
| – | – | ﹤0.01% | 2348 |
|
|
2021
Q3 | $25.6K | Hold |
420
| – | – | ﹤0.01% | 2153 |
|
|
2021
Q2 | $22.4K | Sell |
420
-200
| -32% | -$10.7K | ﹤0.01% | 2171 |
|
|
2021
Q1 | $33.4K | Sell |
620
-200
| -24% | -$10.8K | ﹤0.01% | 1792 |
|
|
2020
Q4 | $58.9K | Buy |
820
+400
| +95% | +$28.7K | ﹤0.01% | 1353 |
|
|
2020
Q3 | $26.3K | Hold |
420
| – | – | ﹤0.01% | 1576 |
|
|
2020
Q2 | $19K | Buy |
420
+220
| +110% | +$9.97K | ﹤0.01% | 1661 |
|
|
2020
Q1 | $6.05K | Hold |
200
| – | – | ﹤0.01% | 2019 |
|
|
2019
Q4 | $10.5K | Hold |
200
| – | – | ﹤0.01% | 1976 |
|
|
2019
Q3 | $9.4K | Hold |
200
| – | – | ﹤0.01% | 1949 |
|
|
2019
Q2 | $10.1K | Buy |
+200
| New | +$10.1K | ﹤0.01% | 1897 |
|