Segall Bryant & Hamill’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 |
-348,499
| Closed | -$22.7M | – | 761 |
|
2022
Q1 | $22.7M | Buy |
348,499
+20,516
| +6% | +$1.33M | 0.22% | 126 |
|
2021
Q4 | $15M | Buy |
327,983
+35,403
| +12% | +$1.62M | 0.14% | 171 |
|
2021
Q3 | $17.8M | Buy |
292,580
+6,009
| +2% | +$366K | 0.17% | 149 |
|
2021
Q2 | $15.3M | Buy |
286,571
+61,915
| +28% | +$3.3M | 0.15% | 168 |
|
2021
Q1 | $12.1M | Buy |
224,656
+14,460
| +7% | +$779K | 0.12% | 191 |
|
2020
Q4 | $15.1M | Buy |
210,196
+40,412
| +24% | +$2.9M | 0.17% | 152 |
|
2020
Q3 | $10.6M | Buy |
169,784
+96,139
| +131% | +$6.01M | 0.14% | 159 |
|
2020
Q2 | $3.34M | Buy |
73,645
+59,185
| +409% | +$2.68M | 0.06% | 273 |
|
2020
Q1 | $438K | Sell |
14,460
-1,613
| -10% | -$48.9K | 0.01% | 614 |
|
2019
Q4 | $842K | Buy |
16,073
+7,047
| +78% | +$369K | 0.01% | 556 |
|
2019
Q3 | $425K | Buy |
+9,026
| New | +$425K | 0.01% | 680 |
|