Avantax Advisory Services’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,439
| Closed | -$52.7K | – | 1652 |
|
|
2023
Q3 | $52.7K | Sell |
10,439
-1,351
| -11% | -$6.82K | ﹤0.01% | 1510 |
|
|
2023
Q2 | $90.7K | Sell |
11,790
-740
| -6% | -$5.69K | ﹤0.01% | 1452 |
|
|
2023
Q1 | $142K | Sell |
12,530
-1,385
| -10% | -$15.7K | ﹤0.01% | 1405 |
|
|
2022
Q4 | $110K | Sell |
13,915
-1,026
| -7% | -$8.15K | ﹤0.01% | 1361 |
|
|
2022
Q3 | $104K | Sell |
14,941
-280
| -2% | -$1.95K | ﹤0.01% | 1268 |
|
|
2022
Q2 | $140K | Buy |
15,221
+2,065
| +16% | +$19K | ﹤0.01% | 1232 |
|
|
2022
Q1 | $348K | Buy |
13,156
+4,430
| +51% | +$117K | ﹤0.01% | 936 |
|
|
2021
Q4 | $312K | Sell |
8,726
-5,280
| -38% | -$189K | ﹤0.01% | 958 |
|
|
2021
Q3 | $1.22M | Buy |
14,006
+1,610
| +13% | +$140K | 0.02% | 433 |
|
|
2021
Q2 | $1.54M | Buy |
12,396
+3,087
| +33% | +$383K | 0.03% | 387 |
|
|
2021
Q1 | $1.05M | Sell |
9,309
-249
| -3% | -$28K | 0.02% | 420 |
|
|
2020
Q4 | $1.45M | Sell |
9,558
-3,080
| -24% | -$468K | 0.03% | 325 |
|
|
2020
Q3 | $1.25M | Buy |
+12,638
| New | +$1.25M | 0.02% | 479 |
|