Mackenzie 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 |
-102,425
| Closed | -$4.7M | – | 1530 |
|
|
2021
Q4 | $4.7M | Sell |
102,425
-39,830
| -28% | -$1.83M | 0.01% | 590 |
|
|
2021
Q3 | $8.66M | Buy |
142,255
+2,201
| +2% | +$134K | 0.01% | 485 |
|
|
2021
Q2 | $7.47M | Buy |
140,054
+1,137
| +0.8% | +$60.6K | 0.01% | 495 |
|
|
2021
Q1 | $7.48M | Buy |
138,917
+127,146
| +1,080% | +$6.85M | 0.01% | 467 |
|
|
2020
Q4 | $846K | Buy |
+11,771
| New | +$846K | ﹤0.01% | 741 |
|