WBH Advisory’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 |
-1,775
| Closed | -$218K | – | 289 |
|
|
2021
Q2 | $218K | Sell |
1,775
-1,237
| -41% | -$152K | 0.03% | 257 |
|
|
2021
Q1 | $339K | Hold |
3,012
| – | – | 0.05% | 211 |
|
|
2020
Q4 | $469K | Hold |
3,012
| – | – | 0.08% | 176 |
|
|
2020
Q3 | $299K | Sell |
3,012
-475
| -14% | -$47.2K | 0.06% | 201 |
|
|
2020
Q2 | $201K | Buy |
+3,487
| New | +$201K | 0.05% | 230 |
|