Lido Advisors’s Peloton Interactive PTON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,755
Closed -$218K 891
2021
Q2
$218K Sell
1,755
-265
-13% -$32.9K ﹤0.01% 727
2021
Q1
$227K Buy
2,020
+327
+19% +$36.7K ﹤0.01% 670
2020
Q4
$256K Buy
+1,693
New +$256K 0.01% 596