Rockbridge Investment Management’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$918 | – | 470 |
|
|
2022
Q2 | $918 | Buy |
+100
| New | +$918 | ﹤0.01% | 576 |
|
|
2021
Q3 | – | Sell |
-101
| Closed | -$13K | – | 756 |
|
|
2021
Q2 | $13K | Hold |
101
| – | – | ﹤0.01% | 493 |
|
|
2021
Q1 | $11K | Hold |
101
| – | – | ﹤0.01% | 496 |
|
|
2020
Q4 | $15K | Hold |
101
| – | – | ﹤0.01% | 455 |
|
|
2020
Q3 | $10K | Sell |
101
-22
| -18% | -$2.18K | ﹤0.01% | 470 |
|
|
2020
Q2 | $7K | Buy |
+123
| New | +$7K | ﹤0.01% | 463 |
|