Crewe Advisors’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10
| Closed | -$77 | – | 850 |
|
|
2023
Q2 | $77 | Hold |
10
| – | – | ﹤0.01% | 865 |
|
|
2023
Q1 | $114 | Buy |
+10
| New | +$114 | ﹤0.01% | 804 |
|
|
2022
Q4 | – | Sell |
-21,205
| Closed | -$147K | – | 1205 |
|
|
2022
Q3 | $147K | Hold |
21,205
| – | – | 0.03% | 180 |
|
|
2022
Q2 | $195K | Hold |
21,205
| – | – | 0.04% | 133 |
|
|
2022
Q1 | $560K | Buy |
+21,205
| New | +$560K | 0.11% | 49 |
|
|
2020
Q4 | – | Sell |
-13
| Closed | -$1K | – | 604 |
|
|
2020
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 603 |
|