Northwestern Mutual Wealth Management’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 |
-7,486
| Closed | -$487K | – | 3599 |
|
|
2022
Q1 | $487K | Hold |
7,486
| – | – | ﹤0.01% | 1090 |
|
|
2021
Q4 | $343K | Hold |
7,486
| – | – | ﹤0.01% | 1237 |
|
|
2021
Q3 | $456K | Sell |
7,486
-100
| -1% | -$6.09K | ﹤0.01% | 1030 |
|
|
2021
Q2 | $404K | Buy |
7,586
+230
| +3% | +$12.2K | ﹤0.01% | 1060 |
|
|
2021
Q1 | $396K | Hold |
7,356
| – | – | ﹤0.01% | 1006 |
|
|
2020
Q4 | $529K | Buy |
7,356
+7,349
| +104,986% | +$528K | ﹤0.01% | 815 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2730 |
|
|
2020
Q2 | $0 | Sell |
7
-7
| -50% | – | ﹤0.01% | 2772 |
|
|
2020
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 2827 |
|
|
2019
Q3 | – | Sell |
-250
| Closed | -$13K | – | 2756 |
|
|
2019
Q2 | $13K | Buy |
+250
| New | +$13K | ﹤0.01% | 1884 |
|