Bank of Montreal’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 |
-163,187
| Closed | -$10.6M | – | 3951 |
|
|
2022
Q1 | $10.6M | Buy |
163,187
+9,904
| +6% | +$646K | 0.01% | 919 |
|
|
2021
Q4 | $7.19M | Buy |
153,283
+103,622
| +209% | +$4.86M | ﹤0.01% | 1059 |
|
|
2021
Q3 | $3.02M | Sell |
49,661
-52,172
| -51% | -$3.18M | ﹤0.01% | 1721 |
|
|
2021
Q2 | $5.64M | Buy |
101,833
+91,883
| +923% | +$5.09M | ﹤0.01% | 1456 |
|
|
2021
Q1 | $575K | Sell |
9,950
-63,553
| -86% | -$3.67M | ﹤0.01% | 2224 |
|
|
2020
Q4 | $5.32M | Buy |
73,503
+72,121
| +5,219% | +$5.22M | ﹤0.01% | 1147 |
|
|
2020
Q3 | $85K | Buy |
1,382
+258
| +23% | +$15.9K | ﹤0.01% | 2789 |
|
|
2020
Q2 | $58K | Buy |
1,124
+195
| +21% | +$10.1K | ﹤0.01% | 3011 |
|
|
2020
Q1 | $26K | Sell |
929
-46,007
| -98% | -$1.29M | ﹤0.01% | 2854 |
|
|
2019
Q4 | $2.46M | Buy |
46,936
+17,779
| +61% | +$931K | ﹤0.01% | 1495 |
|
|
2019
Q3 | $1.37M | Sell |
29,157
-3,389
| -10% | -$159K | ﹤0.01% | 1616 |
|
|
2019
Q2 | $1.64M | Buy |
+32,546
| New | +$1.64M | ﹤0.01% | 1542 |
|