PFWA
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Paces Ferry Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,706
Closed -$259K 121
2020
Q4
$259K Buy
1,706
+797
+88% +$121K 0.24% 88
2020
Q3
$90K Buy
+909
New +$90K 0.08% 169