Glassman Wealth Services’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 |
-183
| Closed | -$1.11K | – | 1423 |
|
|
2023
Q4 | $1.11K | Sell |
183
-117
| -39% | -$712 | ﹤0.01% | 1509 |
|
|
2023
Q3 | $1.52K | Sell |
300
-4
| -1% | -$20 | ﹤0.01% | 1426 |
|
|
2023
Q2 | $2.34K | Sell |
304
-84
| -22% | -$646 | ﹤0.01% | 1198 |
|
|
2023
Q1 | $4.4K | Buy |
388
+84
| +28% | +$953 | ﹤0.01% | 1036 |
|
|
2022
Q4 | $2.41K | Sell |
304
-98
| -24% | -$778 | ﹤0.01% | 1211 |
|
|
2022
Q3 | $3K | Buy |
402
+65
| +19% | +$485 | ﹤0.01% | 1147 |
|
|
2022
Q2 | $3K | Sell |
337
-135
| -29% | -$1.2K | ﹤0.01% | 1162 |
|
|
2022
Q1 | $12K | Buy |
472
+450
| +2,045% | +$11.4K | ﹤0.01% | 782 |
|
|
2021
Q4 | $1K | Sell |
22
-94
| -81% | -$4.27K | ﹤0.01% | 1466 |
|
|
2021
Q3 | $10K | Sell |
116
-62
| -35% | -$5.35K | ﹤0.01% | 776 |
|
|
2021
Q2 | $22K | Buy |
178
+81
| +84% | +$10K | ﹤0.01% | 550 |
|
|
2021
Q1 | $11K | Buy |
97
+32
| +49% | +$3.63K | ﹤0.01% | 688 |
|
|
2020
Q4 | $10K | Hold |
65
| – | – | ﹤0.01% | 718 |
|
|
2020
Q3 | $6K | Sell |
65
-400
| -86% | -$36.9K | ﹤0.01% | 752 |
|
|
2020
Q2 | $27K | Buy |
465
+400
| +615% | +$23.2K | 0.01% | 340 |
|
|
2020
Q1 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 740 |
|