Guggenheim Capital’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 |
-14,197
| Closed | -$924K | – | 2171 |
|
|
2022
Q1 | $924K | Buy |
+14,197
| New | +$924K | 0.01% | 1395 |
|
|
2021
Q4 | – | Sell |
-8,769
| Closed | -$534K | – | 2270 |
|
|
2021
Q3 | $534K | Buy |
8,769
+1,350
| +18% | +$82.2K | ﹤0.01% | 1715 |
|
|
2021
Q2 | $395K | Sell |
7,419
-712
| -9% | -$37.9K | ﹤0.01% | 1916 |
|
|
2021
Q1 | $438K | Sell |
8,131
-491
| -6% | -$26.4K | ﹤0.01% | 1781 |
|
|
2020
Q4 | $619K | Buy |
8,622
+372
| +5% | +$26.7K | ﹤0.01% | 1543 |
|
|
2020
Q3 | $516K | Buy |
8,250
+1,268
| +18% | +$79.3K | ﹤0.01% | 1431 |
|
|
2020
Q2 | $316K | Buy |
+6,982
| New | +$316K | ﹤0.01% | 1596 |
|
|
2020
Q1 | – | Sell |
-4,020
| Closed | -$211K | – | 2051 |
|
|
2019
Q4 | $211K | Sell |
4,020
-2,449
| -38% | -$129K | ﹤0.01% | 1977 |
|
|
2019
Q3 | $304K | Buy |
+6,469
| New | +$304K | ﹤0.01% | 1839 |
|