Beacon Pointe Advisors’s Peloton Interactive PTON Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,068
Closed -$50.8K 1354
2023
Q3
$50.8K Buy
10,068
+26
+0.3% +$131 ﹤0.01% 1291
2023
Q2
$77.2K Sell
10,042
-75
-0.7% -$577 ﹤0.01% 1048
2023
Q1
$115K Buy
+10,117
New +$115K ﹤0.01% 1098