CAZ Investments’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$303K | – | 42 |
|
|
2020
Q4 | $303K | Sell |
2,000
-4,100
| -67% | -$621K | 0.13% | 22 |
|
|
2020
Q3 | $605K | Hold |
6,100
| – | – | 0.79% | 17 |
|
|
2020
Q2 | $352K | Hold |
6,100
| – | – | 0.33% | 20 |
|
|
2020
Q1 | $162K | Hold |
6,100
| – | – | 0.41% | 33 |
|
|
2019
Q4 | $173K | Buy |
6,100
+1,000
| +20% | +$28.4K | 0.25% | 13 |
|
|
2019
Q3 | $128K | Buy |
+5,100
| New | +$128K | 0.16% | 10 |
|