WR Wealth Planners’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $113 | Hold |
13
| – | – | ﹤0.01% | 1077 |
|
|
2024
Q3 | $61 | Hold |
13
| – | – | ﹤0.01% | 1118 |
|
|
2024
Q2 | $44 | Hold |
13
| – | – | ﹤0.01% | 1128 |
|
|
2024
Q1 | $56 | Buy |
+13
| New | +$56 | ﹤0.01% | 1157 |
|
|
2023
Q4 | – | Sell |
-38
| Closed | -$192 | – | 686 |
|
|
2023
Q3 | $192 | Buy |
38
+25
| +192% | +$126 | ﹤0.01% | 881 |
|
|
2023
Q2 | $100 | Sell |
13
-100
| -88% | -$769 | ﹤0.01% | 884 |
|
|
2023
Q1 | $1.28K | Buy |
+113
| New | +$1.28K | ﹤0.01% | 825 |
|