Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-160
| Closed | -$6K | – | 383 |
|
|
2021
Q4 | $6K | Sell |
160
-55
| -26% | -$2.06K | ﹤0.01% | 294 |
|
|
2021
Q3 | $18.7K | Sell |
215
-160
| -43% | -$13.9K | ﹤0.01% | 268 |
|
|
2021
Q2 | $46.5K | Hold |
375
| – | – | 0.01% | 197 |
|
|
2021
Q1 | $42.2K | Buy |
375
+160
| +74% | +$18K | 0.01% | 192 |
|
|
2020
Q4 | $32.6K | Buy |
+215
| New | +$32.6K | 0.01% | 195 |
|