PELOTON WEALTH STRATEGISTS – Transaction History
PELOTON WEALTH STRATEGISTS portfolio value:
2.18M
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 | Decrease | -0.55% | -500 shares | -8K | 91K | |
| Q2 2022 | share | Decrease | -6.15% | -6K shares | -153K | 91.5K | |
| Q1 2022 | share | Increase | +1.56% | 1.5K shares | 34K | 97.5K | |
| Q4 2021 | share | Increase | +10.34% | 9K shares | 209K | 96K | |
| Q3 2021 | share | Increase | +190.00% | 57K shares | 1.37M | 87K | |
| Q2 2021 | share | Increase | 0.00% | 30K shares | 729K | 30K |