Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-20,758
| Closed | -$1.81M | – | 192 |
|
|
2021
Q3 | $1.81M | Sell |
20,758
-94
| -0.5% | -$8.18K | 0.33% | 108 |
|
|
2021
Q2 | $2.59M | Buy |
20,852
+8,320
| +66% | +$1.03M | 0.46% | 84 |
|
|
2021
Q1 | $1.41M | Sell |
12,532
-4,870
| -28% | -$548K | 0.28% | 116 |
|
|
2020
Q4 | $2.64M | Buy |
17,402
+68
| +0.4% | +$10.3K | 0.53% | 70 |
|
|
2020
Q3 | $1.72M | Sell |
17,334
-10,266
| -37% | -$1.02M | 0.48% | 82 |
|
|
2020
Q2 | $1.59M | Buy |
+27,600
| New | +$1.59M | 0.53% | 70 |
|