Rise Advisors’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-70
| Closed | -$328 | – | 1191 |
|
|
2024
Q3 | $328 | Sell |
70
-48
| -41% | -$225 | ﹤0.01% | 1201 |
|
|
2024
Q2 | $399 | Hold |
118
| – | – | ﹤0.01% | 1199 |
|
|
2024
Q1 | $506 | Hold |
118
| – | – | ﹤0.01% | 1215 |
|
|
2023
Q4 | $719 | Sell |
118
-44
| -27% | -$268 | ﹤0.01% | 543 |
|
|
2023
Q3 | $818 | Hold |
162
| – | – | ﹤0.01% | 554 |
|
|
2023
Q2 | $1.25K | Hold |
162
| – | – | ﹤0.01% | 559 |
|
|
2023
Q1 | $1.84K | Hold |
162
| – | – | ﹤0.01% | 585 |
|
|
2022
Q4 | $1.29K | Hold |
162
| – | – | ﹤0.01% | 626 |
|
|
2022
Q3 | $1K | Hold |
162
| – | – | ﹤0.01% | 661 |
|
|
2022
Q2 | $1K | Hold |
162
| – | – | ﹤0.01% | 661 |
|
|
2022
Q1 | $4K | Hold |
162
| – | – | ﹤0.01% | 455 |
|
|
2021
Q4 | $5.79K | Buy |
+162
| New | +$5.79K | 0.01% | 390 |
|