KPW
Kore Private Wealth’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-69,251
| Closed | -$2.48M | – | 331 |
|
|
2021
Q4 | $2.48M | Buy |
69,251
+66,326
| +2,268% | +$2.37M | 0.3% | 65 |
|
|
2021
Q3 | $255K | Hold |
2,925
| – | – | 0.03% | 365 |
|
|
2021
Q2 | $363K | Sell |
2,925
-1,404
| -32% | -$174K | 0.04% | 282 |
|
|
2021
Q1 | $487K | Hold |
4,329
| – | – | 0.07% | 196 |
|
|
2020
Q4 | $657K | Sell |
4,329
-15,909
| -79% | -$2.41M | 0.1% | 137 |
|
|
2020
Q3 | $2.01M | Sell |
20,238
-21,152
| -51% | -$2.1M | 0.39% | 57 |
|
|
2020
Q2 | $2.39M | Buy |
41,390
+14,878
| +56% | +$859K | 0.49% | 48 |
|
|
2020
Q1 | $704K | Buy |
26,512
+25,512
| +2,551% | +$677K | 0.17% | 89 |
|
|
2019
Q4 | $28K | Buy |
+1,000
| New | +$28K | 0.01% | 574 |
|