CIBC Private Wealth Group’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-228,882
| Closed | -$14.9M | – | 1339 |
|
|
2022
Q1 | $14.9M | Sell |
228,882
-86,652
| -27% | -$5.64M | 0.03% | 285 |
|
|
2021
Q4 | $14.5M | Sell |
315,534
-30,968
| -9% | -$1.42M | 0.03% | 297 |
|
|
2021
Q3 | $21.1M | Buy |
346,502
+10,096
| +3% | +$615K | 0.05% | 241 |
|
|
2021
Q2 | $17.9M | Buy |
336,406
+56,206
| +20% | +$3M | 0.04% | 277 |
|
|
2021
Q1 | $15.1M | Buy |
280,200
+42,297
| +18% | +$2.28M | 0.04% | 292 |
|
|
2020
Q4 | $17.1M | Sell |
237,903
-9,835
| -4% | -$707K | 0.05% | 254 |
|
|
2020
Q3 | $15.5M | Buy |
247,738
+76,255
| +44% | +$4.77M | 0.05% | 239 |
|
|
2020
Q2 | $7.77M | Buy |
+171,483
| New | +$7.77M | 0.04% | 264 |
|