SteelPeak Wealth’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,706
| Closed | -$307K | – | 463 |
|
|
2021
Q4 | $307K | Hold |
6,706
| – | – | 0.02% | 311 |
|
|
2021
Q3 | $408K | Hold |
6,706
| – | – | 0.03% | 265 |
|
|
2021
Q2 | $357K | Hold |
6,706
| – | – | 0.02% | 303 |
|
|
2021
Q1 | $361K | Buy |
6,706
+1,000
| +18% | +$53.8K | 0.03% | 265 |
|
|
2020
Q4 | $410K | Hold |
5,706
| – | – | 0.04% | 227 |
|
|
2020
Q3 | $357K | Buy |
+5,706
| New | +$357K | 0.04% | 196 |
|