GW & Wade’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 |
-6,002
| Closed | -$522K | – | 401 |
|
|
2021
Q3 | $522K | Hold |
6,002
| – | – | 0.02% | 238 |
|
|
2021
Q2 | $744K | Sell |
6,002
-445
| -7% | -$55.2K | 0.04% | 208 |
|
|
2021
Q1 | $725K | Buy |
6,447
+67
| +1% | +$7.54K | 0.04% | 187 |
|
|
2020
Q4 | $968K | Buy |
+6,380
| New | +$968K | 0.06% | 143 |
|
|
2020
Q3 | – | Sell |
-4,575
| Closed | -$264K | – | 249 |
|
|
2020
Q2 | $264K | Buy |
+4,575
| New | +$264K | 0.02% | 208 |
|