Arete Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-33,964
Closed -$112K 800
2024
Q2
$112K Buy
+33,964
New +$112K 0.01% 685
2024
Q1
Sell
-36,622
Closed -$223K 643
2023
Q4
$223K Hold
36,622
0.02% 643
2023
Q3
$185K Buy
+36,622
New +$185K 0.03% 440