Baldwin Wealth Partners’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3
| Closed | -$10 | – | 1154 |
|
|
2024
Q2 | $10 | Buy |
+3
| New | +$10 | ﹤0.01% | 795 |
|
|
2023
Q3 | – | Sell |
-231
| Closed | -$1.78K | – | 772 |
|
|
2023
Q2 | $1.78K | Hold |
231
| – | – | ﹤0.01% | 702 |
|
|
2023
Q1 | $2.62K | Hold |
231
| – | – | ﹤0.01% | 713 |
|
|
2022
Q4 | $1.83K | Hold |
231
| – | – | ﹤0.01% | 718 |
|
|
2022
Q3 | $2K | Hold |
231
| – | – | ﹤0.01% | 622 |
|
|
2022
Q2 | $2K | Hold |
231
| – | – | ﹤0.01% | 653 |
|
|
2022
Q1 | $6K | Hold |
231
| – | – | ﹤0.01% | 579 |
|
|
2021
Q4 | $8K | Hold |
231
| – | – | ﹤0.01% | 524 |
|
|
2021
Q3 | $20K | Hold |
231
| – | – | ﹤0.01% | 454 |
|
|
2021
Q2 | $29K | Hold |
231
| – | – | ﹤0.01% | 427 |
|
|
2021
Q1 | $26K | Hold |
231
| – | – | ﹤0.01% | 426 |
|
|
2020
Q4 | $35K | Hold |
231
| – | – | ﹤0.01% | 352 |
|
|
2020
Q3 | $23K | Buy |
+231
| New | +$23K | ﹤0.01% | 374 |
|