PLAN
HighTower Advisors’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-65,033
| Closed | -$4.25M | – | 3265 |
|
|
2022
Q1 | $4.25M | Buy |
65,033
+4,104
| +7% | +$268K | 0.01% | 975 |
|
|
2021
Q4 | $2.81M | Buy |
60,929
+33,128
| +119% | +$1.53M | 0.01% | 1176 |
|
|
2021
Q3 | $1.69M | Buy |
27,801
+8,862
| +47% | +$538K | ﹤0.01% | 1356 |
|
|
2021
Q2 | $1.01M | Buy |
+18,939
| New | +$1.01M | ﹤0.01% | 1626 |
|
|
2019
Q4 | – | Sell |
-11,431
| Closed | -$536K | – | 2392 |
|
|
2019
Q3 | $536K | Sell |
11,431
-4,656
| -29% | -$218K | ﹤0.01% | 1473 |
|
|
2019
Q2 | $812K | Buy |
16,087
+14,537
| +938% | +$734K | ﹤0.01% | 1294 |
|
|
2019
Q1 | $61K | Buy |
+1,550
| New | +$61K | ﹤0.01% | 2089 |
|