Jefferies Group’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-45,560
| Closed | -$2.77M | – | 1402 |
|
|
2021
Q3 | $2.77M | Sell |
45,560
-54,489
| -54% | -$3.32M | 0.02% | 322 |
|
|
2021
Q2 | $5.33M | Sell |
100,049
-31,543
| -24% | -$1.68M | 0.03% | 249 |
|
|
2021
Q1 | $7.09M | Buy |
+131,592
| New | +$7.09M | 0.06% | 140 |
|
|
2020
Q2 | – | Sell |
-7,176
| Closed | -$217K | – | 1279 |
|
|
2020
Q1 | $217K | Buy |
+7,176
| New | +$217K | ﹤0.01% | 849 |
|
|
2019
Q3 | – | Sell |
-10,200
| Closed | -$515K | – | 2019 |
|
|
2019
Q2 | $515K | Buy |
+10,200
| New | +$515K | ﹤0.01% | 946 |
|