Patriot Financial Group Insurance Agency’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,027
| Closed | -$394K | – | 2206 |
|
|
2021
Q4 | $394K | Buy |
11,027
+10,957
| +15,653% | +$391K | 0.07% | 287 |
|
|
2021
Q3 | $6K | Sell |
70
-19,374
| -100% | -$1.66M | ﹤0.01% | 1653 |
|
|
2021
Q2 | $2.41M | Buy |
19,444
+5,936
| +44% | +$736K | 0.44% | 37 |
|
|
2021
Q1 | $1.52M | Sell |
13,508
-503
| -4% | -$56.6K | 0.35% | 50 |
|
|
2020
Q4 | $2.13M | Buy |
14,011
+11,556
| +471% | +$1.75M | 0.53% | 27 |
|
|
2020
Q3 | $244K | Buy |
+2,455
| New | +$244K | 0.08% | 233 |
|