Summit Asset Management’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,855
| Closed | -$336K | – | 158 |
|
|
2021
Q3 | $336K | Hold |
3,855
| – | – | 0.11% | 110 |
|
|
2021
Q2 | $478K | Hold |
3,855
| – | – | 0.15% | 80 |
|
|
2021
Q1 | $433K | Hold |
3,855
| – | – | 0.15% | 85 |
|
|
2020
Q4 | $585K | Sell |
3,855
-475
| -11% | -$72.1K | 0.21% | 67 |
|
|
2020
Q3 | $430K | Sell |
4,330
-375
| -8% | -$37.2K | 0.18% | 71 |
|
|
2020
Q2 | $272K | Buy |
+4,705
| New | +$272K | 0.12% | 96 |
|