TWA
PLAN
TCI Wealth Advisors’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-132
| Closed | -$9K | – | 2630 |
|
|
2022
Q1 | $9K | Sell |
132
-15
| -10% | -$1.02K | ﹤0.01% | 1217 |
|
|
2021
Q4 | $7K | Hold |
147
| – | – | ﹤0.01% | 1486 |
|
|
2021
Q3 | $9K | Buy |
147
+15
| +11% | +$918 | ﹤0.01% | 1197 |
|
|
2021
Q2 | $7K | Hold |
132
| – | – | ﹤0.01% | 1244 |
|
|
2021
Q1 | $7K | Hold |
132
| – | – | ﹤0.01% | 1085 |
|
|
2020
Q4 | $9K | Hold |
132
| – | – | ﹤0.01% | 672 |
|
|
2020
Q3 | $8K | Hold |
132
| – | – | ﹤0.01% | 639 |
|
|
2020
Q2 | $6K | Buy |
132
+29
| +28% | +$1.32K | ﹤0.01% | 701 |
|
|
2020
Q1 | $3K | Buy |
+103
| New | +$3K | ﹤0.01% | 938 |
|
|
2019
Q4 | – | Sell |
-29
| Closed | -$1K | – | 1720 |
|
|
2019
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1433 |
|