Sterling Investment Advisors (Pennsylvania)’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 |
-200
| Closed | -$2K | – | 396 |
|
|
2022
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 509 |
|
|
2022
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 494 |
|
|
2021
Q4 | – | Sell |
-80
| Closed | -$7K | – | 606 |
|
|
2021
Q3 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 461 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$30K | – | 530 |
|
|
2020
Q4 | $30K | Hold |
200
| – | – | 0.01% | 270 |
|
|
2020
Q3 | $20K | Hold |
200
| – | – | 0.01% | 291 |
|
|
2020
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 341 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 346 |
|
|
2019
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 368 |
|
|
2019
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 372 |
|