Tradition Wealth Management’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,519
| Closed | -$9K | – | 985 |
|
|
2023
Q4 | $9K | Buy |
1,519
+932
| +159% | +$5.52K | ﹤0.01% | 1030 |
|
|
2023
Q3 | $3K | Sell |
587
-30
| -5% | -$153 | ﹤0.01% | 1326 |
|
|
2023
Q2 | $5K | Sell |
617
-3
| -0.5% | -$24 | ﹤0.01% | 1219 |
|
|
2023
Q1 | $7K | Hold |
620
| – | – | ﹤0.01% | 1085 |
|
|
2022
Q4 | $5K | Sell |
620
-228
| -27% | -$1.84K | ﹤0.01% | 1054 |
|
|
2022
Q3 | $6K | Sell |
848
-240
| -22% | -$1.7K | ﹤0.01% | 1042 |
|
|
2022
Q2 | $10K | Buy |
1,088
+40
| +4% | +$368 | ﹤0.01% | 828 |
|
|
2022
Q1 | $28K | Buy |
1,048
+30
| +3% | +$802 | ﹤0.01% | 642 |
|
|
2021
Q4 | $36K | Buy |
1,018
+365
| +56% | +$12.9K | ﹤0.01% | 612 |
|
|
2021
Q3 | $57K | Hold |
653
| – | – | 0.01% | 475 |
|
|
2021
Q2 | $81K | Buy |
653
+268
| +70% | +$33.2K | 0.01% | 432 |
|
|
2021
Q1 | $43K | Sell |
385
-20
| -5% | -$2.23K | 0.01% | 466 |
|
|
2020
Q4 | $61K | Buy |
+405
| New | +$61K | 0.01% | 372 |
|