Jamison Private Wealth 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
Q4 | – | Sell |
-280
| Closed | -$1.31K | – | 397 |
|
|
2024
Q3 | $1.31K | Hold |
280
| – | – | ﹤0.01% | 427 |
|
|
2024
Q2 | $947 | Hold |
280
| – | – | ﹤0.01% | 399 |
|
|
2024
Q1 | $1.2K | Hold |
280
| – | – | ﹤0.01% | 416 |
|
|
2023
Q4 | $1.71K | Hold |
280
| – | – | ﹤0.01% | 374 |
|
|
2023
Q3 | $1.41K | Buy |
+280
| New | +$1.41K | ﹤0.01% | 372 |
|