SM
PLAN
SG3 Management’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Hold |
0
| – | – | – | 581 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 864 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 881 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 713 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 436 |
|
|
2020
Q1 | – | Sell |
-8,500
| Closed | -$445K | – | 298 |
|
|
2019
Q4 | $445K | Buy |
8,500
+4,500
| +113% | +$236K | 0.03% | 44 |
|
|
2019
Q3 | $188K | Buy |
+4,000
| New | +$188K | 0.02% | 49 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 350 |
|