LFA
Legacy Financial Advisors’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,370
| Closed | -$44.4K | – | 352 |
|
|
2024
Q1 | $44.4K | Hold |
10,370
| – | – | 0.01% | 323 |
|
|
2023
Q4 | $63.2K | Hold |
10,370
| – | – | 0.01% | 298 |
|
|
2023
Q3 | $52.4K | Hold |
10,370
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $79.7K | Hold |
10,370
| – | – | 0.01% | 261 |
|
|
2023
Q1 | $118K | Hold |
10,370
| – | – | 0.02% | 245 |
|
|
2022
Q4 | $82.3K | Hold |
10,370
| – | – | 0.02% | 241 |
|
|
2022
Q3 | $72K | Hold |
10,370
| – | – | 0.02% | 220 |
|
|
2022
Q2 | $95K | Hold |
10,370
| – | – | 0.02% | 217 |
|
|
2022
Q1 | $274K | Buy |
+10,370
| New | +$274K | 0.06% | 180 |
|