Institutional & Family Asset Management’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.32K | Hold |
390
| – | – | ﹤0.01% | 606 |
|
|
2024
Q1 | $1.67K | Buy |
+390
| New | +$1.67K | ﹤0.01% | 591 |
|
|
2023
Q4 | – | Sell |
-3,250
| Closed | -$16.4K | – | 738 |
|
|
2023
Q3 | $16.4K | Buy |
+3,250
| New | +$16.4K | ﹤0.01% | 323 |
|
|
2023
Q1 | – | Sell |
-443
| Closed | -$3.52K | – | 746 |
|
|
2022
Q4 | $3.52K | Buy |
+443
| New | +$3.52K | ﹤0.01% | 510 |
|
|
2021
Q4 | – | Sell |
-27
| Closed | -$2K | – | 902 |
|
|
2021
Q3 | $2K | Sell |
27
-13
| -33% | -$963 | ﹤0.01% | 790 |
|
|
2021
Q2 | $5K | Buy |
40
+20
| +100% | +$2.5K | ﹤0.01% | 713 |
|
|
2021
Q1 | $2K | Sell |
20
-48
| -71% | -$4.8K | ﹤0.01% | 812 |
|
|
2020
Q4 | $10K | Sell |
68
-92
| -58% | -$13.5K | ﹤0.01% | 541 |
|
|
2020
Q3 | $16K | Buy |
160
+60
| +60% | +$6K | ﹤0.01% | 424 |
|
|
2020
Q2 | $6K | Sell |
100
-520
| -84% | -$31.2K | ﹤0.01% | 562 |
|
|
2020
Q1 | $16K | Buy |
+620
| New | +$16K | ﹤0.01% | 398 |
|