Evolution Wealth Advisors’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 |
-1,000
| Closed | -$87K | – | 517 |
|
|
2021
Q3 | $87K | Hold |
1,000
| – | – | 0.02% | 160 |
|
|
2021
Q2 | $124K | Hold |
1,000
| – | – | 0.03% | 152 |
|
|
2021
Q1 | $112K | Sell |
1,000
-88
| -8% | -$9.86K | 0.03% | 145 |
|
|
2020
Q4 | $165K | Buy |
1,088
+517
| +91% | +$78.4K | 0.04% | 109 |
|
|
2020
Q3 | $57K | Buy |
+571
| New | +$57K | 0.02% | 174 |
|