CAPTRUST Financial 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
Q2 | – | Sell |
-427
| Closed | -$28K | – | 5300 |
|
|
2022
Q1 | $28K | Buy |
427
+202
| +90% | +$13.2K | ﹤0.01% | 3207 |
|
|
2021
Q4 | $10K | Sell |
225
-16
| -7% | -$711 | ﹤0.01% | 3741 |
|
|
2021
Q3 | $15K | Buy |
241
+13
| +6% | +$809 | ﹤0.01% | 3373 |
|
|
2021
Q2 | $12K | Sell |
228
-359
| -61% | -$18.9K | ﹤0.01% | 3468 |
|
|
2021
Q1 | $32K | Buy |
+587
| New | +$32K | ﹤0.01% | 2709 |
|