Kestra Private Wealth Services’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 |
-3,647
| Closed | -$317K | – | 1014 |
|
|
2021
Q3 | $317K | Sell |
3,647
-889
| -20% | -$77.3K | 0.02% | 681 |
|
|
2021
Q2 | $563K | Buy |
4,536
+801
| +21% | +$99.4K | 0.03% | 480 |
|
|
2021
Q1 | $420K | Sell |
3,735
-1,669
| -31% | -$188K | 0.03% | 497 |
|
|
2020
Q4 | $837K | Sell |
5,404
-1,013
| -16% | -$157K | 0.06% | 311 |
|
|
2020
Q3 | $637K | Buy |
+6,417
| New | +$637K | 0.06% | 335 |
|