MWA
MFA Wealth Advisors’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-163
| Closed | -$763 | – | 316 |
|
|
2024
Q3 | $763 | Buy |
163
+22
| +16% | +$103 | ﹤0.01% | 462 |
|
|
2024
Q2 | $477 | Buy |
+141
| New | +$477 | ﹤0.01% | 494 |
|
|
2022
Q1 | – | Sell |
-28,588
| Closed | -$1.02M | – | 78 |
|
|
2021
Q4 | $1.02M | Buy |
28,588
+717
| +3% | +$25.7K | 0.43% | 36 |
|
|
2021
Q3 | $2.42M | Buy |
27,871
+478
| +2% | +$41.6K | 1.11% | 26 |
|
|
2021
Q2 | $3.4M | Buy |
+27,393
| New | +$3.4M | 1.53% | 24 |
|
|
2020
Q3 | – | Sell |
-181
| Closed | -$10.5K | – | 172 |
|
|
2020
Q2 | $10.5K | Buy |
+181
| New | +$10.5K | 0.01% | 152 |
|