Arkadios 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
Q4 | – | Sell |
-10,808
| Closed | -$50.6K | – | 974 |
|
|
2024
Q3 | $50.6K | Sell |
10,808
-225
| -2% | -$1.05K | ﹤0.01% | 880 |
|
|
2024
Q2 | $37.3K | Buy |
+11,033
| New | +$37.3K | ﹤0.01% | 812 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | -$1K | – | 1463 |
|
|
2021
Q3 | $1K | Sell |
15
-694
| -98% | -$46.3K | ﹤0.01% | 1827 |
|
|
2021
Q2 | $87K | Buy |
709
+429
| +153% | +$52.6K | 0.01% | 758 |
|
|
2021
Q1 | $31K | Buy |
280
+165
| +143% | +$18.3K | 0.01% | 836 |
|
|
2020
Q4 | $17K | Buy |
+115
| New | +$17K | ﹤0.01% | 808 |
|