Patriot Financial Group Insurance Agency’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 |
-34
| Closed | -$2K | – | 2239 |
|
|
2022
Q1 | $2K | Sell |
34
-124
| -78% | -$7.29K | ﹤0.01% | 1903 |
|
|
2021
Q4 | $7K | Buy |
158
+4
| +3% | +$177 | ﹤0.01% | 1633 |
|
|
2021
Q3 | $9K | Buy |
154
+23
| +18% | +$1.34K | ﹤0.01% | 1535 |
|
|
2021
Q2 | $7K | Hold |
131
| – | – | ﹤0.01% | 1572 |
|
|
2021
Q1 | $7K | Hold |
131
| – | – | ﹤0.01% | 1488 |
|
|
2020
Q4 | $9K | Hold |
131
| – | – | ﹤0.01% | 1279 |
|
|
2020
Q3 | $8K | Hold |
131
| – | – | ﹤0.01% | 1117 |
|
|
2020
Q2 | $6K | Hold |
131
| – | – | ﹤0.01% | 1152 |
|
|
2020
Q1 | $4K | Buy |
+131
| New | +$4K | ﹤0.01% | 1166 |
|