Ardsley Advisory Partners’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-8,000
| Closed | -$367K | – | 150 |
|
2021
Q4 | $367K | Buy |
+8,000
| New | +$367K | 0.07% | 73 |
|
2020
Q2 | – | Sell |
-110,500
| Closed | -$3.34M | – | 167 |
|
2020
Q1 | $3.34M | Sell |
110,500
-115,500
| -51% | -$3.49M | 1.31% | 25 |
|
2019
Q4 | $11.8M | Buy |
226,000
+55,000
| +32% | +$2.88M | 1.89% | 13 |
|
2019
Q3 | $8.03M | Sell |
171,000
-139,000
| -45% | -$6.53M | 1.8% | 17 |
|
2019
Q2 | $15.6M | Buy |
310,000
+304,500
| +5,536% | +$15.4M | 2.47% | 12 |
|
2019
Q1 | $217K | Buy |
+5,500
| New | +$217K | 0.04% | 104 |
|