Global Wealth Management Investment Advisory’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-252
| Closed | -$13K | – | 507 |
|
|
2021
Q2 | $13K | Buy |
252
+87
| +53% | +$4.49K | ﹤0.01% | 280 |
|
|
2021
Q1 | $9K | Sell |
165
-55
| -25% | -$3K | ﹤0.01% | 325 |
|
|
2020
Q4 | $16K | Sell |
220
-440
| -67% | -$32K | 0.01% | 250 |
|
|
2020
Q3 | $41K | Sell |
660
-723
| -52% | -$44.9K | 0.02% | 190 |
|
|
2020
Q2 | $63K | Buy |
1,383
+1,028
| +290% | +$46.8K | 0.03% | 175 |
|
|
2020
Q1 | $11K | Buy |
+355
| New | +$11K | 0.01% | 330 |
|