LPL Financial’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 |
-12,196
| Closed | -$559K | – | 4443 |
|
|
2021
Q4 | $559K | Buy |
12,196
+502
| +4% | +$23K | ﹤0.01% | 3177 |
|
|
2021
Q3 | $712K | Buy |
11,694
+2,007
| +21% | +$122K | ﹤0.01% | 2877 |
|
|
2021
Q2 | $516K | Buy |
+9,687
| New | +$516K | ﹤0.01% | 3125 |
|
|
2021
Q1 | – | Sell |
-11,370
| Closed | -$817K | – | 4146 |
|
|
2020
Q4 | $817K | Buy |
+11,370
| New | +$817K | ﹤0.01% | 2341 |
|