Dynamic Advisor Solutions’s Peloton Interactive PTON Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,171
Closed -$269K 762
2021
Q2
$269K Buy
+2,171
New +$269K 0.02% 579
2020
Q1
Sell
-75
Closed -$2K 549
2019
Q4
$2K Buy
+75
New +$2K ﹤0.01% 554