AWS
AJ Wealth Strategies’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,000
| Closed | -$215K | – | 333 |
|
|
2021
Q4 | $215K | Sell |
6,000
-1,548
| -21% | -$55.5K | 0.01% | 274 |
|
|
2021
Q3 | $657K | Sell |
7,548
-5,671
| -43% | -$494K | 0.04% | 161 |
|
|
2021
Q2 | $1.64M | Buy |
13,219
+423
| +3% | +$52.4K | 0.1% | 94 |
|
|
2021
Q1 | $1.44M | Sell |
12,796
-713
| -5% | -$80.2K | 0.1% | 91 |
|
|
2020
Q4 | $2.05M | Buy |
+13,509
| New | +$2.05M | 0.18% | 60 |
|