Sowell Financial Services’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,884
| Closed | -$157K | – | 3093 |
|
|
2021
Q1 | $157K | Buy |
2,884
+588
| +26% | +$32K | 0.01% | 1174 |
|
|
2020
Q4 | $165K | Sell |
2,296
-1,495
| -39% | -$107K | 0.01% | 931 |
|
|
2020
Q3 | $237K | Sell |
3,791
-232
| -6% | -$14.5K | 0.01% | 678 |
|
|
2020
Q2 | $182K | Buy |
4,023
+2,400
| +148% | +$109K | 0.01% | 756 |
|
|
2020
Q1 | $49K | Sell |
1,623
-215
| -12% | -$6.49K | ﹤0.01% | 1075 |
|
|
2019
Q4 | $96K | Buy |
1,838
+1,222
| +198% | +$63.8K | 0.01% | 933 |
|
|
2019
Q3 | $29K | Buy |
+616
| New | +$29K | ﹤0.01% | 1166 |
|