Aperio Group’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.4M | Buy |
19,456
+8,150
| +72% | +$586K | ﹤0.01% | 1408 |
|
|
2020
Q3 | $708K | Buy |
11,306
+2,339
| +26% | +$146K | ﹤0.01% | 1615 |
|
|
2020
Q2 | $406K | Buy |
+8,967
| New | +$406K | ﹤0.01% | 1875 |
|
|
2020
Q1 | – | Sell |
-4,658
| Closed | -$244K | – | 2424 |
|
|
2019
Q4 | $244K | Buy |
+4,658
| New | +$244K | ﹤0.01% | 2134 |
|