United Capital Financial Advisors’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,598
| Closed | -$526K | – | 1236 |
|
|
2020
Q2 | $526K | Sell |
11,598
-945
| -8% | -$42.9K | ﹤0.01% | 843 |
|
|
2020
Q1 | $380K | Sell |
12,543
-3,435
| -21% | -$104K | ﹤0.01% | 911 |
|
|
2019
Q4 | $837K | Sell |
15,978
-652
| -4% | -$34.2K | 0.01% | 832 |
|
|
2019
Q3 | $782K | Sell |
16,630
-2,866
| -15% | -$135K | 0.01% | 810 |
|
|
2019
Q2 | $984K | Buy |
+19,496
| New | +$984K | 0.01% | 810 |
|