Baldwin Wealth 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
Q2 | – | Sell |
-55
| Closed | -$4K | – | 716 |
|
|
2022
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 622 |
|
|
2021
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 596 |
|
|
2021
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 613 |
|
|
2021
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 620 |
|
|
2021
Q1 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 590 |
|