Glassman Wealth Services’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 |
-65
| Closed | -$4K | – | 2122 |
|
|
2022
Q1 | $4K | Buy |
65
+34
| +110% | +$2.09K | ﹤0.01% | 1092 |
|
|
2021
Q4 | $1K | Buy |
31
+14
| +82% | +$452 | ﹤0.01% | 1593 |
|
|
2021
Q3 | $1K | Buy |
17
+14
| +467% | +$824 | ﹤0.01% | 1537 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1732 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1705 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1575 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1556 |
|
|
2020
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1632 |
|
|
2019
Q4 | – | Sell |
-4
| Closed | – | – | 1588 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1481 |
|
|
2019
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1471 |
|