MAWCM
PLAN
Mine & Arao Wealth Creation & Management’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-20
| Closed | -$1K | – | 297 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 285 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 269 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 265 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 264 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 234 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 229 |
|
|
2019
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 238 |
|