Realta Investment Advisors’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,951
| Closed | -$242K | – | 422 |
|
|
2021
Q2 | $242K | Buy |
+1,951
| New | +$242K | 0.06% | 336 |
|
|
2021
Q1 | – | Sell |
-1,375
| Closed | -$209K | – | 390 |
|
|
2020
Q4 | $209K | Buy |
+1,375
| New | +$209K | 0.06% | 305 |
|
|
2020
Q1 | – | Sell |
-400
| Closed | -$14K | – | 1127 |
|
|
2019
Q4 | $14K | Hold |
400
| – | – | ﹤0.01% | 1049 |
|
|
2019
Q3 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 1109 |
|