J.P. Morgan Private Wealth Advisors’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,402
| Closed | -$221K | – | 2062 |
|
|
2022
Q1 | $221K | Buy |
+3,402
| New | +$221K | ﹤0.01% | 1874 |
|
|
2021
Q3 | – | Sell |
-4,723
| Closed | -$252K | – | 2005 |
|
|
2021
Q2 | $252K | Buy |
+4,723
| New | +$252K | ﹤0.01% | 1737 |
|
|
2021
Q1 | – | Sell |
-4,660
| Closed | -$335K | – | 1815 |
|
|
2020
Q4 | $335K | Sell |
4,660
-99
| -2% | -$7.12K | ﹤0.01% | 1460 |
|
|
2020
Q3 | $298K | Buy |
4,759
+109
| +2% | +$6.83K | ﹤0.01% | 1366 |
|
|
2020
Q2 | $211K | Sell |
4,650
-4,500
| -49% | -$204K | ﹤0.01% | 1446 |
|
|
2020
Q1 | $277K | Sell |
9,150
-2,150
| -19% | -$65.1K | ﹤0.01% | 1164 |
|
|
2019
Q4 | $592K | Sell |
11,300
-1,000
| -8% | -$52.4K | ﹤0.01% | 983 |
|
|
2019
Q3 | $578K | Buy |
+12,300
| New | +$578K | ﹤0.01% | 952 |
|