BWA
BDO Wealth Advisors’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.85K | Hold |
500
| – | – | ﹤0.01% | 802 |
|
|
2023
Q1 | $5.67K | Hold |
500
| – | – | ﹤0.01% | 781 |
|
|
2022
Q4 | $3.97K | Sell |
500
-95
| -16% | -$754 | ﹤0.01% | 794 |
|
|
2022
Q3 | $4K | Buy |
595
+250
| +72% | +$1.68K | ﹤0.01% | 852 |
|
|
2022
Q2 | $3K | Buy |
345
+50
| +17% | +$435 | ﹤0.01% | 860 |
|
|
2022
Q1 | $8K | Sell |
295
-600
| -67% | -$16.3K | ﹤0.01% | 766 |
|
|
2021
Q4 | $32K | Sell |
895
-390
| -30% | -$13.9K | ﹤0.01% | 533 |
|
|
2021
Q3 | $112K | Buy |
1,285
+148
| +13% | +$12.9K | 0.01% | 343 |
|
|
2021
Q2 | $141K | Sell |
1,137
-358
| -24% | -$44.4K | 0.02% | 339 |
|
|
2021
Q1 | $168K | Sell |
1,495
-40,913
| -96% | -$4.6M | 0.02% | 309 |
|
|
2020
Q4 | $6.43M | Buy |
42,408
+175
| +0.4% | +$26.6K | 0.91% | 27 |
|
|
2020
Q3 | $4.19M | Buy |
+42,233
| New | +$4.19M | 0.68% | 31 |
|