PLAN
Envestnet Asset Management’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,590
| Closed | -$1.01M | – | 4128 |
|
|
2022
Q1 | $1.01M | Sell |
15,590
-21,844
| -58% | -$1.42M | ﹤0.01% | 2651 |
|
|
2021
Q4 | $1.72M | Buy |
37,434
+22,673
| +154% | +$1.04M | ﹤0.01% | 2278 |
|
|
2021
Q3 | $899K | Buy |
14,761
+4,697
| +47% | +$286K | ﹤0.01% | 2621 |
|
|
2021
Q2 | $536K | Buy |
10,064
+4,911
| +95% | +$262K | ﹤0.01% | 2938 |
|
|
2021
Q1 | $277K | Buy |
5,153
+1,961
| +61% | +$105K | ﹤0.01% | 3177 |
|
|
2020
Q4 | $229K | Buy |
+3,192
| New | +$229K | ﹤0.01% | 3066 |
|
|
2019
Q3 | – | Sell |
-5,002
| Closed | -$252K | – | 3190 |
|
|
2019
Q2 | $252K | Buy |
+5,002
| New | +$252K | ﹤0.01% | 2783 |
|