Caption Management’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 | – | Hold |
0
| – | – | – | 1134 |
|
|
2021
Q4 | – | Sell |
-28,500
| Closed | -$1.74M | – | 1097 |
|
|
2021
Q3 | $1.74M | Buy |
+28,500
| New | +$1.74M | 0.02% | 181 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 937 |
|
|
2020
Q3 | – | Sell |
-6,000
| Closed | -$273K | – | 750 |
|
|
2020
Q2 | $273K | Buy |
+6,000
| New | +$273K | 0.01% | 206 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 654 |
|
|
2019
Q4 | – | Sell |
-60,000
| Closed | -$2.82M | – | 586 |
|
|
2019
Q3 | $2.82M | Buy |
+60,000
| New | +$2.82M | 0.15% | 27 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 501 |
|