Global Retirement Partners’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
-10
Closed -$1K 2960
2022
Q1
$1K Buy
+10
New +$1K ﹤0.01% 2601
2021
Q4
Sell
-532
Closed -$32K 2005
2021
Q3
$32K Buy
532
+103
+24% +$6.2K ﹤0.01% 1024
2021
Q2
$23K Buy
429
+132
+44% +$7.08K ﹤0.01% 1150
2021
Q1
$16K Buy
297
+13
+5% +$700 ﹤0.01% 1177
2020
Q4
$20K Buy
284
+17
+6% +$1.2K ﹤0.01% 1038
2020
Q3
$17K Hold
267
﹤0.01% 985
2020
Q2
$12K Hold
267
﹤0.01% 1075
2020
Q1
$8K Buy
+267
New +$8K ﹤0.01% 1117