Credential Qtrade 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 |
-9,841
| Closed | -$640K | – | 383 |
|
|
2022
Q1 | $640K | Buy |
9,841
+537
| +6% | +$34.9K | 0.04% | 170 |
|
|
2021
Q4 | $427K | Buy |
9,304
+2,481
| +36% | +$114K | 0.03% | 196 |
|
|
2021
Q3 | $415K | Buy |
+6,823
| New | +$415K | 0.03% | 185 |
|
|
2021
Q1 | – | Sell |
-1,632
| Closed | -$117K | – | 409 |
|
|
2020
Q4 | $117K | Sell |
1,632
-1,423
| -47% | -$102K | 0.01% | 222 |
|
|
2020
Q3 | $191K | Buy |
+3,055
| New | +$191K | 0.02% | 196 |
|