Bell Investment 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
Q4 | – | Sell |
-38
| Closed | -$192 | – | 1975 |
|
|
2023
Q3 | $192 | Hold |
38
| – | – | ﹤0.01% | 1900 |
|
|
2023
Q2 | $293 | Hold |
38
| – | – | ﹤0.01% | 1900 |
|
|
2023
Q1 | $431 | Hold |
38
| – | – | ﹤0.01% | 1874 |
|
|
2022
Q4 | $302 | Hold |
38
| – | – | ﹤0.01% | 1924 |
|
|
2022
Q3 | $0 | Hold |
38
| – | – | ﹤0.01% | 1911 |
|
|
2022
Q2 | $0 | Buy |
+38
| New | – | ﹤0.01% | 1810 |
|
|
2021
Q4 | – | Sell |
-40
| Closed | -$3K | – | 1914 |
|
|
2021
Q3 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 962 |
|