Mutual 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
Q4 | – | Sell |
-10,245
| Closed | -$62.9K | – | 1118 |
|
|
2024
Q3 | $62.9K | Buy |
10,245
+186
| +2% | +$1.14K | ﹤0.01% | 1073 |
|
|
2024
Q2 | $36.7K | Sell |
10,059
-600
| -6% | -$2.19K | ﹤0.01% | 1074 |
|
|
2024
Q1 | $45.7K | Sell |
10,659
-54
| -0.5% | -$231 | ﹤0.01% | 1071 |
|
|
2023
Q4 | $65.2K | Buy |
10,713
+54
| +0.5% | +$329 | ﹤0.01% | 989 |
|
|
2023
Q3 | $53.8K | Sell |
10,659
-17,768
| -63% | -$89.7K | ﹤0.01% | 951 |
|
|
2023
Q2 | $219K | Sell |
28,427
-6,563
| -19% | -$50.5K | 0.01% | 917 |
|
|
2023
Q1 | $397K | Sell |
34,990
-2,919
| -8% | -$33.1K | 0.02% | 689 |
|
|
2022
Q4 | $301K | Sell |
37,909
-2,867
| -7% | -$22.8K | 0.01% | 740 |
|
|
2022
Q3 | $283K | Buy |
40,776
+3,699
| +10% | +$25.7K | 0.01% | 728 |
|
|
2022
Q2 | $340K | Buy |
37,077
+3,384
| +10% | +$31K | 0.02% | 640 |
|
|
2022
Q1 | $890K | Buy |
33,693
+5,639
| +20% | +$149K | 0.05% | 412 |
|
|
2021
Q4 | $1M | Buy |
28,054
+9,883
| +54% | +$353K | 0.05% | 383 |
|
|
2021
Q3 | $1.58M | Buy |
18,171
+1,721
| +10% | +$150K | 0.09% | 258 |
|
|
2021
Q2 | $2.04M | Buy |
16,450
+14,358
| +686% | +$1.78M | 0.12% | 217 |
|
|
2021
Q1 | $235K | Sell |
2,092
-250
| -11% | -$28.1K | 0.02% | 682 |
|
|
2020
Q4 | $355K | Buy |
+2,342
| New | +$355K | 0.03% | 555 |
|