Evolution Wealth Advisors’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,732
| Closed | -$227K | – | 672 |
|
|
2021
Q3 | $227K | Sell |
3,732
-439
| -11% | -$26.7K | 0.05% | 100 |
|
|
2021
Q2 | $222K | Buy |
4,171
+1,637
| +65% | +$87.1K | 0.05% | 112 |
|
|
2021
Q1 | $136K | Buy |
2,534
+551
| +28% | +$29.6K | 0.03% | 134 |
|
|
2020
Q4 | $142K | Sell |
1,983
-555
| -22% | -$39.7K | 0.03% | 116 |
|
|
2020
Q3 | $159K | Buy |
+2,538
| New | +$159K | 0.04% | 115 |
|
|
2020
Q2 | – | Sell |
-3,397
| Closed | -$103K | – | 578 |
|
|
2020
Q1 | $103K | Buy |
3,397
+911
| +37% | +$27.6K | 0.04% | 86 |
|
|
2019
Q4 | $130K | Buy |
2,486
+2,281
| +1,113% | +$119K | 0.03% | 92 |
|
|
2019
Q3 | $10K | Sell |
205
-1,061
| -84% | -$51.8K | ﹤0.01% | 182 |
|
|
2019
Q2 | $64K | Buy |
+1,266
| New | +$64K | 0.03% | 75 |
|