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