Gerber Kawasaki Wealth & Investment Management’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 |
-58
| Closed | -$58K | – | 872 |
|
|
2021
Q3 | $58K | Sell |
58
-6,175
| -99% | -$6.18M | 0.01% | 304 |
|
|
2021
Q2 | $773K | Sell |
6,233
-9,908
| -61% | -$1.23M | 0.08% | 115 |
|
|
2021
Q1 | $1.81M | Sell |
16,141
-6,404
| -28% | -$720K | 0.22% | 71 |
|
|
2020
Q4 | $3.42M | Buy |
22,545
+5,044
| +29% | +$765K | 0.47% | 40 |
|
|
2020
Q3 | $1.74M | Buy |
+17,501
| New | +$1.74M | 0.37% | 49 |
|