Rockefeller Capital 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 |
-113
| Closed | -$7K | – | 4550 |
|
|
2022
Q1 | $7K | Buy |
+113
| New | +$7K | ﹤0.01% | 3248 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$53K | – | 3943 |
|
|
2021
Q2 | $53K | Buy |
+1,000
| New | +$53K | ﹤0.01% | 2053 |
|
|
2020
Q1 | – | Sell |
-46
| Closed | -$2K | – | 2537 |
|
|
2019
Q4 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1947 |
|