FAM
PLAN
Fulcrum Asset Management’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Hold |
0
| – | – | – | 280 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 187 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 215 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 82 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 105 |
|
|
2020
Q3 | – | Sell |
-21,152
| Closed | -$1.01M | – | 65 |
|
|
2020
Q2 | $1.01M | Buy |
+21,152
| New | +$1.01M | 0.34% | 106 |
|