BlackDiamond 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-109,875
| Closed | -$327K | – | 171 |
|
|
2024
Q2 | $327K | Buy |
109,875
+1,720
| +2% | +$5.13K | 0.22% | 101 |
|
|
2024
Q1 | $463K | Sell |
108,155
-2,942
| -3% | -$12.6K | 0.33% | 76 |
|
|
2023
Q4 | $447K | Buy |
111,097
+25,648
| +30% | +$103K | 0.33% | 72 |
|
|
2023
Q3 | $396K | Buy |
85,449
+22,952
| +37% | +$106K | 0.36% | 68 |
|
|
2023
Q2 | $531K | Buy |
62,497
+24,470
| +64% | +$208K | 0.45% | 60 |
|
|
2023
Q1 | $335K | Sell |
38,027
-16,170
| -30% | -$142K | 0.34% | 71 |
|
|
2022
Q4 | $531K | Buy |
54,197
+7,198
| +15% | +$70.5K | 0.6% | 41 |
|
|
2022
Q3 | $352K | Buy |
46,999
+23,627
| +101% | +$177K | 0.42% | 62 |
|
|
2022
Q2 | $258K | Buy |
23,372
+11,978
| +105% | +$132K | 0.32% | 88 |
|
|
2022
Q1 | $301K | Buy |
+11,394
| New | +$301K | 0.36% | 81 |
|