AWM
PLAN
Avior Wealth Management’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,551
| Closed | -$614K | – | 1185 |
|
|
2020
Q4 | $614K | Buy |
8,551
+11
| +0.1% | +$790 | 0.08% | 223 |
|
|
2020
Q3 | $534K | Buy |
8,540
+530
| +7% | +$33.1K | 0.08% | 224 |
|
|
2020
Q2 | $362K | Buy |
8,010
+1,000
| +14% | +$45.2K | 0.06% | 303 |
|
|
2020
Q1 | $212K | Buy |
+7,010
| New | +$212K | 0.04% | 331 |
|