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Bellwether Advisors’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4
| Closed | -$45 | – | 358 |
|
|
2023
Q1 | $45 | Hold |
4
| – | – | ﹤0.01% | 463 |
|
|
2022
Q4 | $31 | Sell |
4
-13
| -76% | -$101 | ﹤0.01% | 432 |
|
|
2022
Q3 | $0 | Buy |
17
+13
| +325% | – | ﹤0.01% | 518 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 542 |
|
|
2021
Q3 | – | Sell |
-8
| Closed | – | – | 610 |
|
|
2021
Q2 | $0 | Sell |
8
-2,566
| -100% | – | ﹤0.01% | 471 |
|
|
2021
Q1 | $289K | Sell |
2,574
-3,851
| -60% | -$432K | 0.11% | 97 |
|
|
2020
Q4 | $974K | Buy |
+6,425
| New | +$974K | 0.43% | 45 |
|