Perigon 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 |
-9,196
| Closed | -$598K | – | 633 |
|
|
2022
Q1 | $598K | Buy |
9,196
+22
| +0.2% | +$1.43K | 0.04% | 321 |
|
|
2021
Q4 | $421K | Buy |
9,174
+423
| +5% | +$19.4K | 0.03% | 378 |
|
|
2021
Q3 | $533K | Sell |
8,751
-285
| -3% | -$17.4K | 0.05% | 293 |
|
|
2021
Q2 | $482K | Buy |
9,036
+526
| +6% | +$28.1K | 0.04% | 314 |
|
|
2021
Q1 | $458K | Sell |
8,510
-92
| -1% | -$4.95K | 0.05% | 308 |
|
|
2020
Q4 | $618K | Buy |
8,602
+828
| +11% | +$59.5K | 0.07% | 214 |
|
|
2020
Q3 | $486K | Buy |
+7,774
| New | +$486K | 0.07% | 226 |
|
|
2020
Q1 | – | Sell |
-4,195
| Closed | -$231K | – | 342 |
|
|
2019
Q4 | $231K | Buy |
+4,195
| New | +$231K | 0.05% | 236 |
|