Holistic Financial Partners’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,785
| Closed | -$285K | – | 110 |
|
|
2022
Q1 | $285K | Sell |
10,785
-1,864
| -15% | -$49.3K | 0.18% | 76 |
|
|
2021
Q4 | $452K | Sell |
12,649
-475
| -4% | -$17K | 0.26% | 54 |
|
|
2021
Q3 | $1.14M | Sell |
13,124
-211
| -2% | -$18.4K | 0.7% | 23 |
|
|
2021
Q2 | $1.65M | Sell |
13,335
-499
| -4% | -$61.9K | 0.99% | 16 |
|
|
2021
Q1 | $1.56M | Buy |
13,834
+5,707
| +70% | +$641K | 1.03% | 15 |
|
|
2020
Q4 | $1.23M | Buy |
8,127
+1,625
| +25% | +$247K | 0.85% | 19 |
|
|
2020
Q3 | $644K | Buy |
+6,502
| New | +$644K | 0.52% | 27 |
|