Souders Financial 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
Q4
Sell
-5,048
Closed -$439K 140
2021
Q3
$439K Buy
5,048
+122
+2% +$10.6K 0.14% 105
2021
Q2
$611K Buy
4,926
+538
+12% +$66.7K 0.21% 85
2021
Q1
$493K Buy
4,388
+388
+10% +$43.6K 0.19% 86
2020
Q4
$607K Buy
+4,000
New +$607K 0.26% 74