Grimes & Company’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 |
-3,507
| Closed | -$305K | – | 312 |
|
|
2021
Q3 | $305K | Hold |
3,507
| – | – | 0.01% | 238 |
|
|
2021
Q2 | $435K | Hold |
3,507
| – | – | 0.02% | 206 |
|
|
2021
Q1 | $394K | Sell |
3,507
-1,558
| -31% | -$175K | 0.02% | 207 |
|
|
2020
Q4 | $768K | Hold |
5,065
| – | – | 0.04% | 157 |
|
|
2020
Q3 | $503K | Hold |
5,065
| – | – | 0.03% | 181 |
|
|
2020
Q2 | $293K | Buy |
+5,065
| New | +$293K | 0.02% | 204 |
|