EPA
PLAN
Element Pointe Advisors’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,032
| Closed | -$522K | – | 90 |
|
|
2022
Q1 | $522K | Sell |
8,032
-60
| -0.7% | -$3.9K | 0.18% | 60 |
|
|
2021
Q4 | $371K | Hold |
8,092
| – | – | 0.11% | 83 |
|
|
2021
Q3 | $493K | Hold |
8,092
| – | – | 0.17% | 74 |
|
|
2021
Q2 | $453K | Hold |
8,092
| – | – | 0.14% | 86 |
|
|
2021
Q1 | $435K | Hold |
8,092
| – | – | 0.15% | 92 |
|
|
2020
Q4 | $581K | Buy |
+8,092
| New | +$581K | 0.22% | 75 |
|