Weld Capital Management’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,520
| Closed | -$325K | – | 627 |
|
|
2020
Q4 | $325K | Sell |
4,520
-7,491
| -62% | -$539K | 0.13% | 265 |
|
|
2020
Q3 | $752K | Buy |
12,011
+5,489
| +84% | +$344K | 0.3% | 103 |
|
|
2020
Q2 | $296K | Sell |
6,522
-2,774
| -30% | -$126K | 0.12% | 285 |
|
|
2020
Q1 | $281K | Buy |
9,296
+3,560
| +62% | +$108K | 0.14% | 246 |
|
|
2019
Q4 | $301K | Buy |
+5,736
| New | +$301K | 0.06% | 470 |
|