Close Asset 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
Q2 | – | Sell |
-1,000
| Closed | -$46K | – | 223 |
|
|
2022
Q1 | $46K | Hold |
1,000
| – | – | ﹤0.01% | 130 |
|
|
2021
Q4 | $46K | Hold |
1,000
| – | – | ﹤0.01% | 130 |
|
|
2021
Q3 | $61K | Hold |
1,000
| – | – | ﹤0.01% | 110 |
|
|
2021
Q2 | $53K | Hold |
1,000
| – | – | ﹤0.01% | 126 |
|
|
2021
Q1 | $54K | Buy |
+1,000
| New | +$54K | ﹤0.01% | 132 |
|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$79K | – | 201 |
|
|
2019
Q1 | $79K | Buy |
+2,000
| New | +$79K | 0.01% | 118 |
|