B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,269
| Closed | -$81.5K | – | 1601 |
|
|
2022
Q4 | $81.5K | Sell |
10,269
-325
| -3% | -$2.58K | ﹤0.01% | 1376 |
|
|
2022
Q3 | $74K | Buy |
+10,594
| New | +$74K | ﹤0.01% | 1359 |
|
|
2021
Q1 | – | Sell |
-6,681
| Closed | -$1.02M | – | 1401 |
|
|
2020
Q4 | $1.02M | Buy |
6,681
+4,248
| +175% | +$645K | 0.05% | 324 |
|
|
2020
Q3 | $228K | Buy |
+2,433
| New | +$228K | 0.01% | 802 |
|
|
2020
Q1 | – | Sell |
-8,900
| Closed | -$253K | – | 873 |
|
|
2019
Q4 | $253K | Buy |
+8,900
| New | +$253K | 0.02% | 674 |
|