Wintrust Investments’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 |
-7,700
| Closed | -$501K | – | 423 |
|
|
2022
Q1 | $501K | Hold |
7,700
| – | – | 0.05% | 250 |
|
|
2021
Q4 | $353K | Buy |
+7,700
| New | +$353K | 0.03% | 316 |
|
|
2021
Q3 | – | Sell |
-7,700
| Closed | -$410K | – | 426 |
|
|
2021
Q2 | $410K | Hold |
7,700
| – | – | 0.04% | 286 |
|
|
2021
Q1 | $415K | Buy |
+7,700
| New | +$415K | 0.04% | 279 |
|
|
2020
Q4 | – | Sell |
-7,700
| Closed | -$482K | – | 362 |
|
|
2020
Q3 | $482K | Hold |
7,700
| – | – | 0.07% | 206 |
|
|
2020
Q2 | $349K | Buy |
+7,700
| New | +$349K | 0.05% | 249 |
|