WP
WMS Partners’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,524
| Closed | -$307K | – | 242 |
|
|
2021
Q3 | $307K | Sell |
3,524
-1,173
| -25% | -$102K | 0.05% | 212 |
|
|
2021
Q2 | $583K | Sell |
4,697
-265
| -5% | -$32.9K | 0.09% | 127 |
|
|
2021
Q1 | $558K | Sell |
4,962
-32,193
| -87% | -$3.62M | 0.13% | 112 |
|
|
2020
Q4 | $5.64M | Buy |
37,155
+27,761
| +296% | +$4.21M | 0.97% | 21 |
|
|
2020
Q3 | $932K | Buy |
+9,394
| New | +$932K | 0.18% | 66 |
|