First Growth Investment Manager’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 |
-61,432
| Closed | -$4M | – | 27 |
|
|
2022
Q1 | $4M | Buy |
61,432
+7,500
| +14% | +$488K | 2.91% | 15 |
|
|
2021
Q4 | $2.47M | Sell |
53,932
-22,000
| -29% | -$1.01M | 1.27% | 17 |
|
|
2021
Q3 | $4.62M | Buy |
75,932
+1,382
| +2% | +$84.1K | 1.68% | 19 |
|
|
2021
Q2 | $3.97M | Buy |
74,550
+600
| +0.8% | +$32K | 1.45% | 19 |
|
|
2021
Q1 | $3.98M | Sell |
73,950
-50
| -0.1% | -$2.69K | 1.36% | 17 |
|
|
2020
Q4 | $5.32M | Buy |
+74,000
| New | +$5.32M | 3.73% | 16 |
|