Clearstead 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 |
-210
| Closed | -$14K | – | 1503 |
|
|
2022
Q1 | $14K | Buy |
210
+100
| +91% | +$6.67K | ﹤0.01% | 936 |
|
|
2021
Q4 | $5K | Buy |
110
+100
| +1,000% | +$4.55K | ﹤0.01% | 1007 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1272 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1238 |
|
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1105 |
|