Wealthspire Advisors (New York)’s Peloton Interactive PTON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,062
Closed -$457K 592
2021
Q1
$457K Buy
4,062
+2,034
+100% +$229K 0.01% 421
2020
Q4
$308K Buy
+2,028
New +$308K 0.01% 429