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Caliber Wealth Management (Utah)’s Peloton Interactive PTON Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,478
Closed -$224K – 76
2020
Q4 		$224K Buy
+1,478
New +$224K 0.22% 67