Capstone Financial Advisors’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,018
| Closed | -$498K | – | 147 |
|
|
2021
Q2 | $498K | Buy |
4,018
+10
| +0.2% | +$1.24K | 0.04% | 71 |
|
|
2021
Q1 | $451K | Buy |
+4,008
| New | +$451K | 0.04% | 68 |
|
|
2020
Q4 | – | Sell |
-6,282
| Closed | -$623K | – | 123 |
|
|
2020
Q3 | $623K | Hold |
6,282
| – | – | 0.07% | 42 |
|
|
2020
Q2 | $363K | Buy |
+6,282
| New | +$363K | 0.04% | 54 |
|