PELOTON WEALTH STRATEGISTS – Transaction History
PELOTON WEALTH STRATEGISTS portfolio value:
2.51M
portfolio value
PELOTON WEALTH STRATEGISTS quarter portfolio value change:
-0.15%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.44% | 6.52K shares | 149K | 107.82K | |
| Q2 2022 | share | Increase | +10.95% | 10K shares | 196K | 101.3K | |
| Q1 2022 | share | Increase | +32.32% | 22.3K shares | 490K | 91.3K | |
| Q4 2021 | share | Increase | +76.92% | 30K shares | 722K | 69K | |
| Q3 2021 | share | Increase | +95.00% | 19K shares | 466K | 39K | |
| Q2 2021 | share | Increase | 0.00% | 20K shares | 496K | 20K |