Kiwi Wealth Investments Limited Partnership’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,882
| Closed | -$728K | – | 276 |
|
|
2021
Q4 | $728K | Buy |
15,882
+3,101
| +24% | +$142K | 0.03% | 217 |
|
|
2021
Q3 | $778K | Sell |
12,781
-84,008
| -87% | -$5.11M | 0.04% | 214 |
|
|
2021
Q2 | $5.16M | Buy |
96,789
+54,249
| +128% | +$2.89M | 0.27% | 100 |
|
|
2021
Q1 | $2.29M | Sell |
42,540
-138,906
| -77% | -$7.48M | 0.13% | 151 |
|
|
2020
Q4 | $13M | Sell |
181,446
-27,250
| -13% | -$1.96M | 0.77% | 27 |
|
|
2020
Q3 | $13.1M | Buy |
208,696
+184,972
| +780% | +$11.6M | 0.91% | 24 |
|
|
2020
Q2 | $1.08M | Buy |
+23,724
| New | +$1.08M | 0.09% | 181 |
|
|
2020
Q1 | – | Sell |
-37,963
| Closed | -$1.99M | – | 220 |
|
|
2019
Q4 | $1.99M | Sell |
37,963
-15,084
| -28% | -$790K | 0.15% | 142 |
|
|
2019
Q3 | $2.49M | Hold |
53,047
| – | – | 0.2% | 123 |
|
|
2019
Q2 | $2.68M | Sell |
53,047
-1,665
| -3% | -$84K | 0.23% | 109 |
|
|
2019
Q1 | $2.15M | Hold |
54,712
| – | – | 0.2% | 129 |
|
|
2018
Q4 | $1.45M | Buy |
+54,712
| New | +$1.45M | 0.15% | 143 |
|