Concourse Financial Group Securities’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 |
-429
| Closed | -$28K | – | 11189 |
|
|
2022
Q1 | $28K | Sell |
429
-9,000
| -95% | -$587K | ﹤0.01% | 1374 |
|
|
2021
Q4 | $432K | Buy |
+9,429
| New | +$432K | 0.02% | 518 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 9715 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 9139 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 8475 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 7715 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 7293 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 7057 |
|
|
2020
Q1 | – | Sell |
-122
| Closed | -$6K | – | 6926 |
|
|
2019
Q4 | $6K | Sell |
122
-76
| -38% | -$3.74K | ﹤0.01% | 1592 |
|
|
2019
Q3 | $9K | Buy |
198
+35
| +21% | +$1.59K | ﹤0.01% | 1191 |
|
|
2019
Q2 | $8K | Buy |
163
+30
| +23% | +$1.47K | ﹤0.01% | 1587 |
|
|
2019
Q1 | $5K | Buy |
+133
| New | +$5K | ﹤0.01% | 1770 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 6365 |
|