Valmark Advisers’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,483
| Closed | -$699K | – | 420 |
|
|
2021
Q3 | $699K | Buy |
11,483
+273
| +2% | +$16.6K | 0.01% | 237 |
|
|
2021
Q2 | $597K | Buy |
11,210
+443
| +4% | +$23.6K | 0.01% | 265 |
|
|
2021
Q1 | $580K | Sell |
10,767
-7,067
| -40% | -$381K | 0.01% | 248 |
|
|
2020
Q4 | $1.28M | Buy |
17,834
+2,984
| +20% | +$214K | 0.03% | 143 |
|
|
2020
Q3 | $929K | Buy |
14,850
+4,199
| +39% | +$263K | 0.02% | 136 |
|
|
2020
Q2 | $483K | Buy |
+10,651
| New | +$483K | 0.01% | 171 |
|