Phoenix Financial’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33,296
| Closed | -$143K | – | 408 |
|
|
2024
Q1 | $143K | Hold |
33,296
| – | – | ﹤0.01% | 392 |
|
|
2023
Q4 | $228K | Buy |
33,296
+6,241
| +23% | +$42.8K | ﹤0.01% | 293 |
|
|
2023
Q3 | $137K | Hold |
27,055
| – | – | ﹤0.01% | 279 |
|
|
2023
Q2 | $208K | Buy |
27,055
+7,655
| +39% | +$58.9K | ﹤0.01% | 276 |
|
|
2023
Q1 | $220K | Buy |
19,400
+5,553
| +40% | +$63K | ﹤0.01% | 260 |
|
|
2022
Q4 | $110K | Hold |
13,847
| – | – | ﹤0.01% | 262 |
|
|
2022
Q3 | $98K | Buy |
13,847
+2,868
| +26% | +$20.3K | ﹤0.01% | 308 |
|
|
2022
Q2 | $101K | Buy |
10,979
+1,320
| +14% | +$12.1K | ﹤0.01% | 351 |
|
|
2022
Q1 | $255K | Buy |
+9,659
| New | +$255K | ﹤0.01% | 346 |
|