TCI Wealth Advisors’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-91
| Closed | -$1.03K | – | 1727 |
|
|
2023
Q1 | $1.03K | Sell |
91
-192
| -68% | -$2.18K | ﹤0.01% | 2101 |
|
|
2022
Q4 | $2.25K | Buy |
283
+55
| +24% | +$437 | ﹤0.01% | 1948 |
|
|
2022
Q3 | $2K | Buy |
228
+64
| +39% | +$561 | ﹤0.01% | 1976 |
|
|
2022
Q2 | $2K | Buy |
164
+25
| +18% | +$305 | ﹤0.01% | 2029 |
|
|
2022
Q1 | $4K | Sell |
139
-155
| -53% | -$4.46K | ﹤0.01% | 1770 |
|
|
2021
Q4 | $11K | Buy |
294
+70
| +31% | +$2.62K | ﹤0.01% | 1111 |
|
|
2021
Q3 | $19K | Buy |
224
+89
| +66% | +$7.55K | ﹤0.01% | 701 |
|
|
2021
Q2 | $17K | Buy |
135
+44
| +48% | +$5.54K | ﹤0.01% | 648 |
|
|
2021
Q1 | $10K | Buy |
91
+30
| +49% | +$3.3K | ﹤0.01% | 847 |
|
|
2020
Q4 | $9K | Buy |
61
+54
| +771% | +$7.97K | ﹤0.01% | 662 |
|
|
2020
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1381 |
|