Avitas Wealth 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 |
-23,444
| Closed | -$1.26M | – | 227 |
|
|
2021
Q1 | $1.26M | Buy |
23,444
+13,602
| +138% | +$732K | 0.25% | 120 |
|
|
2020
Q4 | $707K | Buy |
9,842
+4,576
| +87% | +$329K | 0.14% | 169 |
|
|
2020
Q3 | $330K | Buy |
5,266
+301
| +6% | +$18.9K | 0.09% | 171 |
|
|
2020
Q2 | $225K | Buy |
+4,965
| New | +$225K | 0.07% | 164 |
|
|
2020
Q1 | – | Sell |
-8,862
| Closed | -$464K | – | 182 |
|
|
2019
Q4 | $464K | Buy |
+8,862
| New | +$464K | 0.12% | 147 |
|