Harvest Fund Management’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-573
| Closed | -$34K | – | 823 |
|
|
2021
Q3 | $34K | Buy |
+573
| New | +$34K | 0.01% | 500 |
|
|
2020
Q3 | – | Sell |
-227
| Closed | -$10K | – | 627 |
|
|
2020
Q2 | $10K | Hold |
227
| – | – | ﹤0.01% | 445 |
|
|
2020
Q1 | $6K | Sell |
227
-1,040
| -82% | -$27.5K | ﹤0.01% | 405 |
|
|
2019
Q4 | $72K | Hold |
1,267
| – | – | 0.01% | 253 |
|
|
2019
Q3 | $60K | Sell |
1,267
-696
| -35% | -$33K | 0.01% | 248 |
|
|
2019
Q2 | $99K | Hold |
1,963
| – | – | 0.01% | 202 |
|
|
2019
Q1 | $77K | Buy |
+1,963
| New | +$77K | 0.01% | 237 |
|