Vontobel Holding’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 |
-36,141
| Closed | -$1.68M | – | 1155 |
|
2021
Q4 | $1.68M | Buy |
36,141
+2,827
| +8% | +$131K | 0.01% | 490 |
|
2021
Q3 | $2.03M | Buy |
33,314
+1,862
| +6% | +$113K | 0.02% | 441 |
|
2021
Q2 | $1.74M | Buy |
31,452
+5,670
| +22% | +$313K | 0.02% | 470 |
|
2021
Q1 | $1.39M | Buy |
25,782
+13,906
| +117% | +$749K | 0.01% | 475 |
|
2020
Q4 | $986K | Buy |
+11,876
| New | +$986K | 0.01% | 493 |
|