PELOTON WEALTH STRATEGISTS – Transaction History
PELOTON WEALTH STRATEGISTS portfolio value:
560,000
portfolio value
PELOTON WEALTH STRATEGISTS quarter portfolio value change:
-1.02%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -6K | 22.2K | ||
| Q2 2022 | share | Decrease | -11.90% | -3K shares | -76K | 22.2K | |
| Q1 2022 | share | 0.00% | 0 shares | -11K | 25.2K | ||
| Q4 2021 | share | 0.00% | 0 shares | -2K | 25.2K | ||
| Q3 2021 | share | 0.00% | 0 shares | -3K | 25.2K | ||
| Q2 2021 | share | Decrease | -10.64% | -3K shares | -80K | 25.2K | |
| Q1 2021 | share | 0.00% | 0 shares | 0 | 28.2K | ||
| Q4 2020 | share | 0.00% | 0 shares | -3K | 28.2K | ||
| Q3 2020 | share | Increase | +56.67% | 10.2K shares | 269K | 28.2K | |
| Q2 2020 | share | Increase | +5.88% | 1K shares | 36K | 18K | |
| Q1 2020 | share | 0.00% | 0 shares | -3K | 17K | ||
| Q4 2019 | share | 0.00% | 0 shares | 1K | 17K | ||
| Q3 2019 | share | Increase | 0.00% | 17K shares | 438K | 17K |