MAM
PLAN
McCarthy Asset Management’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 335 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 345 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 369 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 391 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 439 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 415 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 371 |
|