Parallel Advisors’s Anaplan, Inc. PLAN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,284
Closed -$84K 3510
2022
Q1
$84K Sell
1,284
-242
-16% -$15.8K ﹤0.01% 1054
2021
Q4
$70K Buy
1,526
+375
+33% +$17.2K ﹤0.01% 1154
2021
Q3
$70K Sell
1,151
-93
-7% -$5.66K ﹤0.01% 1121
2021
Q2
$66K Buy
1,244
+95
+8% +$5.04K ﹤0.01% 1098
2021
Q1
$62K Buy
1,149
+37
+3% +$2K ﹤0.01% 1082
2020
Q4
$80K Buy
1,112
+4
+0.4% +$288 ﹤0.01% 888
2020
Q3
$69K Hold
1,108
﹤0.01% 913
2020
Q2
$50K Sell
1,108
-792
-42% -$35.7K ﹤0.01% 1044
2020
Q1
$57K Sell
1,900
-500
-21% -$15K ﹤0.01% 884
2019
Q4
$126K Buy
2,400
+450
+23% +$23.6K 0.01% 682
2019
Q3
$92K Buy
1,950
+1,250
+179% +$59K 0.01% 735
2019
Q2
$35K Buy
+700
New +$35K ﹤0.01% 1031