BerganKDV Wealth Management’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $224 | Hold |
29
| – | – | ﹤0.01% | 844 |
|
|
2023
Q1 | $329 | Hold |
29
| – | – | ﹤0.01% | 1011 |
|
|
2022
Q4 | $230 | Sell |
29
-40
| -58% | -$317 | ﹤0.01% | 1006 |
|
|
2022
Q3 | $0 | Buy |
69
+41
| +146% | – | ﹤0.01% | 1048 |
|
|
2022
Q2 | $0 | Hold |
28
| – | – | ﹤0.01% | 1047 |
|
|
2022
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 949 |
|
|
2021
Q4 | $1K | Sell |
28
-51
| -65% | -$1.82K | ﹤0.01% | 1006 |
|
|
2021
Q3 | $7K | Buy |
79
+2
| +3% | +$177 | ﹤0.01% | 704 |
|
|
2021
Q2 | $10K | Buy |
77
+28
| +57% | +$3.64K | ﹤0.01% | 613 |
|
|
2021
Q1 | $6K | Buy |
49
+27
| +123% | +$3.31K | ﹤0.01% | 648 |
|
|
2020
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 744 |
|
|
2020
Q3 | $2K | Buy |
22
+7
| +47% | +$636 | ﹤0.01% | 720 |
|
|
2020
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 890 |
|