IFP Advisors’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8
| Closed | -$1K | – | 4959 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 4761 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 4528 |
|
|
2022
Q1 | $1K | Sell |
8
-506
| -98% | -$63.3K | ﹤0.01% | 4528 |
|
|
2021
Q4 | $24K | Sell |
514
-1,185
| -70% | -$55.3K | ﹤0.01% | 1846 |
|
|
2021
Q3 | $104K | Buy |
1,699
+1,696
| +56,533% | +$104K | ﹤0.01% | 1247 |
|
|
2021
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 4780 |
|
|
2021
Q1 | – | Sell |
-1,425
| Closed | -$102K | – | 4622 |
|
|
2020
Q4 | $102K | Buy |
+1,425
| New | +$102K | ﹤0.01% | 1130 |
|