Dimensional Fund 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
-102,500
Closed -$6.67M 3568
2022
Q1
$6.67M Buy
102,500
+44,209
+76% +$2.88M ﹤0.01% 2451
2021
Q4
$2.67M Sell
58,291
-149,428
-72% -$6.85M ﹤0.01% 2775
2021
Q3
$12.6M Buy
207,719
+42,914
+26% +$2.61M ﹤0.01% 2218
2021
Q2
$8.79M Sell
164,805
-5,801
-3% -$309K ﹤0.01% 2421
2021
Q1
$9.18M Buy
170,606
+8,242
+5% +$444K ﹤0.01% 2359
2020
Q4
$11.7M Buy
162,364
+17,993
+12% +$1.29M ﹤0.01% 2220
2020
Q3
$9.03M Buy
144,371
+17,031
+13% +$1.07M ﹤0.01% 2241
2020
Q2
$5.77M Buy
127,340
+37,530
+42% +$1.7M ﹤0.01% 2430
2020
Q1
$2.72M Buy
89,810
+74,044
+470% +$2.24M ﹤0.01% 2605
2019
Q4
$826K Buy
15,766
+4,889
+45% +$256K ﹤0.01% 3044
2019
Q3
$511K Buy
10,877
+4,561
+72% +$214K ﹤0.01% 3134
2019
Q2
$319K Buy
6,316
+91
+1% +$4.6K ﹤0.01% 3258
2019
Q1
$245K Buy
+6,225
New +$245K ﹤0.01% 3281