Global Wealth Management Investment Advisory’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-50
| Closed | -$253 | – | 497 |
|
|
2023
Q3 | $253 | Hold |
50
| – | – | ﹤0.01% | 455 |
|
|
2023
Q2 | $385 | Buy |
+50
| New | +$385 | ﹤0.01% | 447 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$1K | – | 386 |
|
|
2022
Q2 | $1K | Buy |
100
+20
| +25% | +$200 | ﹤0.01% | 473 |
|
|
2022
Q1 | $2K | Buy |
80
+40
| +100% | +$1K | ﹤0.01% | 427 |
|
|
2021
Q4 | $1K | Sell |
40
-14
| -26% | -$350 | ﹤0.01% | 432 |
|
|
2021
Q3 | $5K | Buy |
54
+34
| +170% | +$3.15K | ﹤0.01% | 360 |
|
|
2021
Q2 | $2K | Sell |
20
-1
| -5% | -$100 | ﹤0.01% | 401 |
|
|
2021
Q1 | $2K | Sell |
21
-10
| -32% | -$952 | ﹤0.01% | 418 |
|
|
2020
Q4 | $5K | Buy |
31
+3
| +11% | +$484 | ﹤0.01% | 334 |
|
|
2020
Q3 | $3K | Sell |
28
-58
| -67% | -$6.21K | ﹤0.01% | 368 |
|
|
2020
Q2 | $5K | Sell |
86
-414
| -83% | -$24.1K | ﹤0.01% | 430 |
|
|
2020
Q1 | $13K | Hold |
500
| – | – | 0.01% | 306 |
|
|
2019
Q4 | $14K | Buy |
+500
| New | +$14K | 0.01% | 308 |
|