WhitTier Trust Company’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 |
-17,906
| Closed | -$1.17M | – | 1205 |
|
|
2022
Q1 | $1.17M | Hold |
17,906
| – | – | 0.04% | 266 |
|
|
2021
Q4 | $821K | Hold |
17,906
| – | – | 0.03% | 300 |
|
|
2021
Q3 | $1.09M | Hold |
17,906
| – | – | 0.04% | 256 |
|
|
2021
Q2 | $954K | Buy |
17,906
+12,942
| +261% | +$690K | 0.04% | 272 |
|
|
2021
Q1 | $267K | Sell |
4,964
-49
| -1% | -$2.64K | 0.01% | 406 |
|
|
2020
Q4 | $360K | Sell |
5,013
-612
| -11% | -$44K | 0.02% | 359 |
|
|
2020
Q3 | $352K | Hold |
5,625
| – | – | 0.02% | 347 |
|
|
2020
Q2 | $255K | Buy |
5,625
+438
| +8% | +$19.9K | 0.02% | 373 |
|
|
2020
Q1 | $157K | Sell |
5,187
-1,476
| -22% | -$44.7K | 0.01% | 411 |
|
|
2019
Q4 | $349K | Buy |
6,663
+1,406
| +27% | +$73.6K | 0.02% | 342 |
|
|
2019
Q3 | $247K | Buy |
5,257
+4,101
| +355% | +$193K | 0.02% | 379 |
|
|
2019
Q2 | $58K | Buy |
+1,156
| New | +$58K | ﹤0.01% | 566 |
|