Wellington Management Group’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19,357
| Closed | -$1.26M | – | 2245 |
|
|
2022
Q1 | $1.26M | Buy |
+19,357
| New | +$1.26M | ﹤0.01% | 1697 |
|
|
2020
Q3 | – | Sell |
-9,763
| Closed | -$442K | – | 2019 |
|
|
2020
Q2 | $442K | Sell |
9,763
-6,616
| -40% | -$300K | ﹤0.01% | 1680 |
|
|
2020
Q1 | $495K | Buy |
16,379
+4,002
| +32% | +$121K | ﹤0.01% | 1700 |
|
|
2019
Q4 | $649K | Buy |
+12,377
| New | +$649K | ﹤0.01% | 1805 |
|