EWS
Evergreen Wealth Solutions’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,195
| Closed | -$88.7K | – | 116 |
|
|
2024
Q4 | $88.7K | Sell |
10,195
-2,540
| -20% | -$22.1K | 0.06% | 98 |
|
|
2024
Q3 | $59.6K | Buy |
12,735
+260
| +2% | +$1.22K | 0.04% | 107 |
|
|
2024
Q2 | $42.2K | Buy |
12,475
+1,179
| +10% | +$3.99K | 0.03% | 112 |
|
|
2024
Q1 | $48.4K | Buy |
+11,296
| New | +$48.4K | 0.04% | 117 |
|