Paloma Partners’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,072
| Closed | -$691K | – | 1974 |
|
|
2021
Q4 | $691K | Sell |
15,072
-59,353
| -80% | -$2.72M | 0.01% | 725 |
|
|
2021
Q3 | $4.53M | Buy |
74,425
+6,303
| +9% | +$384K | 0.11% | 80 |
|
|
2021
Q2 | $3.63M | Sell |
68,122
-8,374
| -11% | -$446K | 0.07% | 166 |
|
|
2021
Q1 | $4.12M | Buy |
76,496
+41,719
| +120% | +$2.25M | 0.09% | 125 |
|
|
2020
Q4 | $2.5M | Buy |
34,777
+10,717
| +45% | +$770K | 0.07% | 207 |
|
|
2020
Q3 | $1.51M | Sell |
24,060
-12,540
| -34% | -$785K | 0.04% | 415 |
|
|
2020
Q2 | $1.66M | Sell |
36,600
-8,098
| -18% | -$367K | 0.03% | 621 |
|
|
2020
Q1 | $1.35M | Sell |
44,698
-59,127
| -57% | -$1.79M | 0.08% | 172 |
|
|
2019
Q4 | $5.44M | Buy |
103,825
+59,192
| +133% | +$3.1M | 0.08% | 173 |
|
|
2019
Q3 | $2.1M | Buy |
+44,633
| New | +$2.1M | 0.04% | 300 |
|