McClarren Financial Advisors’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-118
| Closed | -$1K | – | 407 |
|
|
2023
Q4 | $1K | Hold |
118
| – | – | ﹤0.01% | 355 |
|
|
2023
Q3 | $0 | Sell |
118
-1,985
| -94% | – | ﹤0.01% | 384 |
|
|
2023
Q2 | $16K | Hold |
2,103
| – | – | 0.01% | 237 |
|
|
2023
Q1 | $23K | Hold |
2,103
| – | – | 0.02% | 198 |
|
|
2022
Q4 | $16K | Hold |
2,103
| – | – | 0.02% | 227 |
|
|
2022
Q3 | $14K | Buy |
+2,103
| New | +$14K | 0.01% | 224 |
|
|
2022
Q2 | – | Sell |
-1,032
| Closed | -$27K | – | 208 |
|
|
2022
Q1 | $27K | Buy |
1,032
+914
| +775% | +$23.9K | 0.02% | 159 |
|
|
2021
Q4 | $5K | Buy |
+118
| New | +$5K | ﹤0.01% | 265 |
|