Capitolis Advisors’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 |
-115,613
| Closed | -$5.3M | – | 530 |
|
|
2021
Q4 | $5.3M | Hold |
115,613
| – | – | 0.03% | 305 |
|
|
2021
Q3 | $7.53M | Hold |
115,613
| – | – | 0.07% | 202 |
|
|
2021
Q2 | $6.16M | Sell |
115,613
-57,196
| -33% | -$3.05M | 0.07% | 204 |
|
|
2021
Q1 | $9.31M | Hold |
172,809
| – | – | 0.16% | 131 |
|
|
2020
Q4 | $12.4M | Buy |
+172,809
| New | +$12.4M | 0.21% | 117 |
|