Circle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,550
| Closed | -$657K | – | 202 |
|
|
2021
Q3 | $657K | Buy |
7,550
+200
| +3% | +$17.4K | 0.09% | 98 |
|
|
2021
Q2 | $912K | Sell |
7,350
-221
| -3% | -$27.4K | 0.13% | 78 |
|
|
2021
Q1 | $851K | Buy |
7,571
+3,051
| +68% | +$343K | 0.14% | 76 |
|
|
2020
Q4 | $686K | Buy |
4,520
+1,335
| +42% | +$203K | 0.1% | 115 |
|
|
2020
Q3 | $316K | Sell |
3,185
-4,615
| -59% | -$458K | 0.05% | 150 |
|
|
2020
Q2 | $451K | Buy |
+7,800
| New | +$451K | 0.08% | 114 |
|