Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-20
| Closed | -$2K | – | 1185 |
|
|
2021
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 861 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$11K | – | 1062 |
|
|
2021
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 683 |
|
|
2020
Q4 | $15K | Hold |
100
| – | – | ﹤0.01% | 551 |
|
|
2020
Q3 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 573 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | – | – | 952 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 934 |
|
|
2019
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 921 |
|