Spearhead Capital Advisors’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 |
-6,583
| Closed | -$428K | – | 217 |
|
|
2022
Q1 | $428K | Sell |
6,583
-302
| -4% | -$19.6K | 0.05% | 96 |
|
|
2021
Q4 | $316K | Buy |
6,885
+78
| +1% | +$3.58K | 0.04% | 143 |
|
|
2021
Q3 | $414K | Sell |
6,807
-28
| -0.4% | -$1.7K | 0.06% | 121 |
|
|
2021
Q2 | $364K | Buy |
6,835
+926
| +16% | +$49.3K | 0.05% | 158 |
|
|
2021
Q1 | $318K | Buy |
5,909
+1,095
| +23% | +$58.9K | 0.05% | 156 |
|
|
2020
Q4 | $346K | Buy |
4,814
+119
| +3% | +$8.55K | 0.06% | 130 |
|
|
2020
Q3 | $294K | Buy |
+4,695
| New | +$294K | 0.06% | 135 |
|