Spire Wealth 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 |
-334
| Closed | -$22K | – | 2879 |
|
|
2022
Q1 | $22K | Sell |
334
-213
| -39% | -$14K | ﹤0.01% | 1782 |
|
|
2021
Q4 | $25K | Buy |
547
+18
| +3% | +$823 | ﹤0.01% | 2048 |
|
|
2021
Q3 | $32K | Hold |
529
| – | – | ﹤0.01% | 1665 |
|
|
2021
Q2 | $28K | Buy |
529
+15
| +3% | +$794 | ﹤0.01% | 1739 |
|
|
2021
Q1 | $28K | Buy |
+514
| New | +$28K | ﹤0.01% | 2014 |
|