Rockbridge Investment 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 |
-142
| Closed | -$9.26K | – | 821 |
|
|
2022
Q1 | $9.26K | Hold |
142
| – | – | ﹤0.01% | 523 |
|
|
2021
Q4 | $7K | Buy |
142
+5
| +4% | +$246 | ﹤0.01% | 626 |
|
|
2021
Q3 | $8K | Hold |
137
| – | – | ﹤0.01% | 562 |
|
|
2021
Q2 | $7K | Hold |
137
| – | – | ﹤0.01% | 578 |
|
|
2021
Q1 | $7K | Buy |
137
+60
| +78% | +$3.07K | ﹤0.01% | 554 |
|
|
2020
Q4 | $6K | Buy |
77
+10
| +15% | +$779 | ﹤0.01% | 558 |
|
|
2020
Q3 | $4K | Buy |
67
+27
| +68% | +$1.61K | ﹤0.01% | 550 |
|
|
2020
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 579 |
|