Moneta Group Investment Advisors’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 | – | Sell |
-5,027
| Closed | -$327K | – | 508 |
|
|
2022
Q1 | $327K | Buy |
5,027
+32
| +0.6% | +$2.08K | 0.01% | 348 |
|
|
2021
Q4 | $229K | Sell |
4,995
-901
| -15% | -$41.3K | 0.01% | 431 |
|
|
2021
Q3 | $359K | Buy |
5,896
+5
| +0.1% | +$304 | 0.02% | 334 |
|
|
2021
Q2 | $314K | Sell |
5,891
-89
| -1% | -$4.74K | 0.01% | 355 |
|
|
2021
Q1 | $322K | Buy |
+5,980
| New | +$322K | 0.02% | 315 |
|