Emerald Mutual Fund Advisers Trust’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,239
| Closed | -$161K | – | 258 |
|
|
2020
Q4 | $161K | Hold |
2,239
| – | – | 0.01% | 214 |
|
|
2020
Q3 | $140K | Sell |
2,239
-1,117
| -33% | -$69.8K | 0.01% | 250 |
|
|
2020
Q2 | $152K | Buy |
+3,356
| New | +$152K | 0.01% | 242 |
|
|
2020
Q1 | – | Sell |
-1,876
| Closed | -$98K | – | 325 |
|
|
2019
Q4 | $98K | Buy |
+1,876
| New | +$98K | ﹤0.01% | 225 |
|