Westfield 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
Q4 | – | Sell |
-562,892
| Closed | -$34.3M | – | 275 |
|
|
2021
Q3 | $34.3M | Buy |
+562,892
| New | +$34.3M | 0.21% | 153 |
|
|
2021
Q1 | – | Sell |
-652,941
| Closed | -$46.9M | – | 293 |
|
|
2020
Q4 | $46.9M | Sell |
652,941
-9,134
| -1% | -$656K | 0.28% | 124 |
|
|
2020
Q3 | $41.4M | Sell |
662,075
-9,579
| -1% | -$599K | 0.27% | 119 |
|
|
2020
Q2 | $30.4M | Sell |
671,654
-17,956
| -3% | -$814K | 0.21% | 133 |
|
|
2020
Q1 | $20.9M | Buy |
689,610
+681,220
| +8,119% | +$20.6M | 0.18% | 141 |
|
|
2019
Q4 | $440K | Buy |
+8,390
| New | +$440K | ﹤0.01% | 225 |
|