Plante Moran Financial Advisors’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 |
-600
| Closed | -$21K | – | 971 |
|
|
2021
Q4 | $21K | Buy |
600
+350
| +140% | +$12.3K | ﹤0.01% | 548 |
|
|
2021
Q3 | $22K | Hold |
250
| – | – | ﹤0.01% | 542 |
|
|
2021
Q2 | $31K | Hold |
250
| – | – | 0.01% | 469 |
|
|
2021
Q1 | $28K | Hold |
250
| – | – | 0.01% | 478 |
|
|
2020
Q4 | $38K | Hold |
250
| – | – | 0.01% | 406 |
|
|
2020
Q3 | $25K | Sell |
250
-270
| -52% | -$27K | 0.01% | 447 |
|
|
2020
Q2 | $30K | Hold |
520
| – | – | 0.01% | 365 |
|
|
2020
Q1 | $14K | Hold |
520
| – | – | 0.01% | 453 |
|
|
2019
Q4 | $15K | Buy |
+520
| New | +$15K | 0.01% | 504 |
|