Carson Wealth (CWM LLC)’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-576
| Closed | -$37K | – | 4202 |
|
|
2022
Q1 | $37K | Buy |
576
+159
| +38% | +$10.2K | ﹤0.01% | 1757 |
|
|
2021
Q4 | $19K | Buy |
+417
| New | +$19K | ﹤0.01% | 2033 |
|
|
2021
Q2 | $19K | Hold |
350
| – | – | ﹤0.01% | 1820 |
|
|
2021
Q1 | $19K | Hold |
350
| – | – | ﹤0.01% | 1820 |
|
|
2020
Q4 | $19K | Hold |
350
| – | – | ﹤0.01% | 1820 |
|
|
2020
Q3 | $19K | Hold |
350
| – | – | ﹤0.01% | 1820 |
|
|
2020
Q2 | $19K | Hold |
350
| – | – | ﹤0.01% | 1820 |
|
|
2020
Q1 | $19K | Hold |
350
| – | – | ﹤0.01% | 1820 |
|
|
2019
Q4 | $19K | Hold |
350
| – | – | ﹤0.01% | 1820 |
|
|
2019
Q3 | $19K | Hold |
350
| – | – | ﹤0.01% | 1820 |
|
|
2019
Q2 | $19K | Hold |
350
| – | – | ﹤0.01% | 1820 |
|
|
2019
Q1 | $19K | Buy |
+350
| New | +$19K | ﹤0.01% | 1820 |
|