AWA
Aaron Wealth Advisors’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,352
| Closed | -$57.3K | – | 282 |
|
|
2023
Q3 | $57.3K | Buy |
+11,352
| New | +$57.3K | 0.01% | 258 |
|
|
2021
Q3 | – | Sell |
-22,390
| Closed | -$2.78M | – | 162 |
|
|
2021
Q2 | $2.78M | Buy |
22,390
+598
| +3% | +$74.1K | 0.91% | 25 |
|
|
2021
Q1 | $2.45M | Buy |
+21,792
| New | +$2.45M | 0.9% | 26 |
|