Atticus Wealth Management’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-430
| Closed | -$11K | – | 637 |
|
|
2022
Q1 | $11K | Hold |
430
| – | – | ﹤0.01% | 397 |
|
|
2021
Q4 | $15K | Sell |
430
-14
| -3% | -$488 | 0.01% | 333 |
|
|
2021
Q3 | $39K | Sell |
444
-15
| -3% | -$1.32K | 0.02% | 263 |
|
|
2021
Q2 | $57K | Sell |
459
-1,130
| -71% | -$140K | 0.02% | 218 |
|
|
2021
Q1 | $179K | Sell |
1,589
-175
| -10% | -$19.7K | 0.09% | 115 |
|
|
2020
Q4 | $268K | Sell |
1,764
-188
| -10% | -$28.6K | 0.13% | 84 |
|
|
2020
Q3 | $194K | Buy |
1,952
+314
| +19% | +$31.2K | 0.12% | 89 |
|
|
2020
Q2 | $95K | Buy |
1,638
+1,208
| +281% | +$70.1K | 0.06% | 135 |
|
|
2020
Q1 | $11K | Hold |
430
| – | – | 0.01% | 227 |
|
|
2019
Q4 | $12K | Buy |
+430
| New | +$12K | 0.01% | 245 |
|