Patten & Patten’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 |
-5,730
| Closed | -$205K | – | 288 |
|
|
2021
Q4 | $205K | Buy |
5,730
+96
| +2% | +$3.44K | 0.01% | 270 |
|
|
2021
Q3 | $490K | Buy |
5,634
+4
| +0.1% | +$348 | 0.04% | 206 |
|
|
2021
Q2 | $698K | Sell |
5,630
-1,500
| -21% | -$186K | 0.05% | 179 |
|
|
2021
Q1 | $802K | Hold |
7,130
| – | – | 0.07% | 168 |
|
|
2020
Q4 | $1.08M | Buy |
7,130
+35
| +0.5% | +$5.31K | 0.09% | 133 |
|
|
2020
Q3 | $704K | Hold |
7,095
| – | – | 0.07% | 155 |
|
|
2020
Q2 | $410K | Buy |
+7,095
| New | +$410K | 0.04% | 186 |
|