Wellspring Financial Advisors’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-41,385
| Closed | -$318K | – | 126 |
|
|
2023
Q2 | $318K | Buy |
+41,385
| New | +$318K | 0.09% | 79 |
|
|
2021
Q3 | – | Sell |
-1,658
| Closed | -$206K | – | 105 |
|
|
2021
Q2 | $206K | Buy |
+1,658
| New | +$206K | 0.06% | 87 |
|
|
2021
Q1 | – | Sell |
-1,442
| Closed | -$219K | – | 106 |
|
|
2020
Q4 | $219K | Buy |
+1,442
| New | +$219K | 0.08% | 83 |
|