AFT Forsyth & Company’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,080
| Closed | -$289K | – | 158 |
|
|
2021
Q4 | $289K | Hold |
8,080
| – | – | 0.15% | 128 |
|
|
2021
Q3 | $703K | Hold |
8,080
| – | – | 0.38% | 83 |
|
|
2021
Q2 | $1M | Buy |
8,080
+1,020
| +14% | +$126K | 0.54% | 61 |
|
|
2021
Q1 | $794K | Buy |
7,060
+1,000
| +17% | +$112K | 0.48% | 73 |
|
|
2020
Q4 | $919K | Buy |
+6,060
| New | +$919K | 0.57% | 62 |
|