KWM
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Kingsview Wealth Management’s Peloton Interactive PTON Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-6,147
Closed -$751K 908
2021
Q2
$751K Sell
6,147
-4,270
-41% -$522K 0.04% 450
2021
Q1
$1.17M Buy
+10,417
New +$1.17M 0.07% 295