Sowell Financial Services’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,835
| Closed | -$238K | – | 2173 |
|
2021
Q1 | $238K | Sell |
2,835
-1,055
| -27% | -$88.6K | 0.01% | 955 |
|
2020
Q4 | $590K | Buy |
3,890
+2,341
| +151% | +$355K | 0.03% | 474 |
|
2020
Q3 | $154K | Sell |
1,549
-67
| -4% | -$6.66K | 0.01% | 821 |
|
2020
Q2 | $93K | Sell |
1,616
-1,266
| -44% | -$72.9K | 0.01% | 984 |
|
2020
Q1 | $77K | Buy |
2,882
+2,300
| +395% | +$61.5K | 0.01% | 920 |
|
2019
Q4 | $17K | Buy |
+582
| New | +$17K | ﹤0.01% | 1494 |
|