Veritable’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-3,524
| Closed | -$437K | – | 900 |
|
2021
Q2 | $437K | Sell |
3,524
-231
| -6% | -$28.6K | 0.01% | 572 |
|
2021
Q1 | $422K | Buy |
3,755
+848
| +29% | +$95.3K | 0.01% | 546 |
|
2020
Q4 | $441K | Buy |
2,907
+227
| +8% | +$34.4K | 0.01% | 527 |
|
2020
Q3 | $266K | Buy |
+2,680
| New | +$266K | 0.01% | 605 |
|