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