Kelly Financial Services’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-76
| Closed | -$257 | – | 596 |
|
|
2024
Q2 | $257 | Hold |
76
| – | – | ﹤0.01% | 731 |
|
|
2024
Q1 | $326 | Hold |
76
| – | – | ﹤0.01% | 731 |
|
|
2023
Q4 | $463 | Hold |
76
| – | – | ﹤0.01% | 709 |
|
|
2023
Q3 | $384 | Hold |
76
| – | – | ﹤0.01% | 700 |
|
|
2023
Q2 | $584 | Hold |
76
| – | – | ﹤0.01% | 645 |
|
|
2023
Q1 | $862 | Hold |
76
| – | – | ﹤0.01% | 604 |
|
|
2022
Q4 | $603 | Hold |
76
| – | – | ﹤0.01% | 594 |
|
|
2022
Q3 | $527 | Sell |
76
-84
| -53% | -$582 | ﹤0.01% | 608 |
|
|
2022
Q2 | $1.47K | Hold |
160
| – | – | ﹤0.01% | 530 |
|
|
2022
Q1 | $4.23K | Hold |
160
| – | – | ﹤0.01% | 451 |
|
|
2021
Q4 | $5.72K | Hold |
160
| – | – | ﹤0.01% | 418 |
|
|
2021
Q3 | $13.9K | Sell |
160
-19,683
| -99% | -$1.71M | 0.01% | 289 |
|
|
2021
Q2 | $160K | Buy |
19,843
+19,680
| +12,074% | +$159K | 0.01% | 322 |
|
|
2021
Q1 | $18.3K | Hold |
163
| – | – | 0.01% | 231 |
|
|
2020
Q4 | $24.7K | Hold |
163
| – | – | 0.02% | 175 |
|
|
2020
Q3 | $16.2K | Buy |
163
+140
| +609% | +$13.9K | 0.01% | 201 |
|
|
2020
Q2 | $1.33K | Buy |
23
+20
| +667% | +$1.16K | ﹤0.01% | 474 |
|
|
2020
Q1 | $80 | Hold |
3
| – | – | ﹤0.01% | 559 |
|
|
2019
Q4 | $85 | Buy |
+3
| New | +$85 | ﹤0.01% | 548 |
|