Levin Capital Strategies’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 | – | Hold |
0
| – | – | – | 344 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 390 |
|
|
2021
Q4 | – | Sell |
-8,482
| Closed | -$516K | – | 438 |
|
|
2021
Q3 | $516K | Sell |
8,482
-1,028
| -11% | -$62.5K | 0.05% | 157 |
|
|
2021
Q2 | $507K | Buy |
9,510
+510
| +6% | +$27.2K | 0.05% | 154 |
|
|
2021
Q1 | $485K | Buy |
9,000
+4,000
| +80% | +$216K | 0.05% | 146 |
|
|
2020
Q4 | $359K | Sell |
5,000
-12,000
| -71% | -$862K | 0.04% | 175 |
|
|
2020
Q3 | $1.06M | Buy |
17,000
+7,000
| +70% | +$438K | 0.14% | 88 |
|
|
2020
Q2 | $453K | Buy |
+10,000
| New | +$453K | 0.06% | 108 |
|