Exencial Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,847
Closed -$280K 433
2020
Q4
$280K Buy
+1,847
New +$280K 0.02% 316