Arcadia Investment Management’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$5K | – | 318 |
|
|
2021
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 265 |
|
|
2020
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 240 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 263 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 260 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 287 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 274 |
|
|
2019
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 282 |
|