Focused Wealth Management’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$1.22K | – | 722 |
|
|
2023
Q4 | $1.22K | Sell |
200
-50
| -20% | -$305 | ﹤0.01% | 811 |
|
|
2023
Q3 | $1.26K | Hold |
250
| – | – | ﹤0.01% | 792 |
|
|
2023
Q2 | $1.92K | Hold |
250
| – | – | ﹤0.01% | 758 |
|
|
2023
Q1 | $2.84K | Buy |
250
+100
| +67% | +$1.13K | ﹤0.01% | 729 |
|
|
2022
Q4 | $1.19K | Sell |
150
-115
| -43% | -$913 | ﹤0.01% | 808 |
|
|
2022
Q3 | $2K | Hold |
265
| – | – | ﹤0.01% | 740 |
|
|
2022
Q2 | $2K | Hold |
265
| – | – | ﹤0.01% | 712 |
|
|
2022
Q1 | $7K | Hold |
265
| – | – | ﹤0.01% | 576 |
|
|
2021
Q4 | $9K | Buy |
265
+1
| +0.4% | +$34 | ﹤0.01% | 580 |
|
|
2021
Q3 | $23K | Hold |
264
| – | – | ﹤0.01% | 464 |
|
|
2021
Q2 | $33K | Buy |
264
+250
| +1,786% | +$31.3K | 0.01% | 432 |
|
|
2021
Q1 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 743 |
|
|
2020
Q2 | – | Sell |
-3,200
| Closed | -$85K | – | 757 |
|
|
2020
Q1 | $85K | Buy |
+3,200
| New | +$85K | 0.02% | 224 |
|