IEQ 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 |
-13,896
| Closed | -$904K | – | 875 |
|
|
2022
Q1 | $904K | Buy |
13,896
+3,442
| +33% | +$224K | 0.02% | 356 |
|
|
2021
Q4 | $479K | Sell |
10,454
-1,261
| -11% | -$57.8K | 0.01% | 467 |
|
|
2021
Q3 | $714K | Buy |
11,715
+224
| +2% | +$13.7K | 0.02% | 347 |
|
|
2021
Q2 | $612K | Buy |
11,491
+397
| +4% | +$21.1K | 0.02% | 315 |
|
|
2021
Q1 | $597K | Hold |
11,094
| – | – | 0.02% | 260 |
|
|
2020
Q4 | $797K | Buy |
11,094
+640
| +6% | +$46K | 0.04% | 175 |
|
|
2020
Q3 | $654K | Hold |
10,454
| – | – | 0.04% | 207 |
|
|
2020
Q2 | $474K | Hold |
10,454
| – | – | 0.03% | 206 |
|
|
2020
Q1 | $316K | Buy |
+10,454
| New | +$316K | 0.03% | 268 |
|