Newbridge Financial Services Group’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 |
-860
| Closed | -$56K | – | 1587 |
|
|
2022
Q1 | $56K | Hold |
860
| – | – | 0.03% | 450 |
|
|
2021
Q4 | $39K | Buy |
860
+170
| +25% | +$7.71K | 0.02% | 542 |
|
|
2021
Q3 | $42K | Buy |
690
+422
| +157% | +$25.7K | 0.03% | 468 |
|
|
2021
Q2 | $14K | Buy |
268
+16
| +6% | +$836 | 0.01% | 891 |
|
|
2021
Q1 | $14K | Sell |
252
-19
| -7% | -$1.06K | 0.01% | 802 |
|
|
2020
Q4 | $19K | Sell |
271
-670
| -71% | -$47K | 0.02% | 561 |
|
|
2020
Q3 | $59K | Buy |
+941
| New | +$59K | 0.06% | 290 |
|