Schwarz Dygos Wheeler Investment Advisors’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $167K | Sell |
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|
2022
Q1 | $517K | Sell |
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|
2021
Q4 | $747K | Sell |
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|
2021
Q3 | $3.56M | Sell |
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|
2021
Q2 | $5.13M | Buy |
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|
2021
Q1 | $2.47M | Sell |
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|
2020
Q4 | $3.39M | Sell |
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|
2020
Q3 | $2.41M | Sell |
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|
2020
Q2 | $1.51M | Buy |
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|
2020
Q1 | $651K | Buy |
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|
2019
Q4 | $694K | Buy |
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|
2019
Q3 | $606K | Buy |
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