Creative Financial Designs’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-45
| Closed | -$392 | – | 2120 |
|
|
2024
Q4 | $392 | Buy |
45
+2
| +5% | +$17 | ﹤0.01% | 1743 |
|
|
2024
Q3 | $201 | Hold |
43
| – | – | ﹤0.01% | 1650 |
|
|
2024
Q2 | $145 | Hold |
43
| – | – | ﹤0.01% | 1619 |
|
|
2024
Q1 | $184 | Hold |
43
| – | – | ﹤0.01% | 1630 |
|
|
2023
Q4 | $262 | Hold |
43
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q3 | $217 | Hold |
43
| – | – | ﹤0.01% | 1467 |
|
|
2023
Q2 | $331 | Hold |
43
| – | – | ﹤0.01% | 1426 |
|
|
2023
Q1 | $488 | Buy |
+43
| New | +$488 | ﹤0.01% | 1340 |
|
|
2022
Q1 | – | Sell |
-688
| Closed | -$25K | – | 1316 |
|
|
2021
Q4 | $25K | Hold |
688
| – | – | ﹤0.01% | 715 |
|
|
2021
Q3 | $60K | Hold |
688
| – | – | 0.01% | 568 |
|
|
2021
Q2 | $85K | Hold |
688
| – | – | 0.01% | 468 |
|
|
2021
Q1 | $77K | Buy |
+688
| New | +$77K | 0.02% | 468 |
|
|
2020
Q4 | – | Sell |
-250
| Closed | -$25K | – | 1283 |
|
|
2020
Q3 | $25K | Hold |
250
| – | – | 0.01% | 617 |
|
|
2020
Q2 | $14K | Buy |
+250
| New | +$14K | ﹤0.01% | 677 |
|