SFS
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Sowell Financial Services’s Peloton Interactive PTON Stock Holding History

Sowell Financial Services’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,835
Closed -$238K – 2172
2021
Q1 		$238K Sell
2,835
-1,055
-27% -$140K 0.01% 955
2020
Q4 		$590K Buy
3,890
+2,341
+151% +$285K 0.03% 474
2020
Q3 		$154K Sell
1,549
-67
-4% -$4.93K 0.01% 821
2020
Q2 		$93K Sell
1,616
-1,266
-44% -$52.4K 0.01% 984
2020
Q1 		$77K Buy
2,882
+2,300
+395% +$64K 0.01% 920
2019
Q4 		$17K Buy
+582
New +$15.7K ﹤0.01% 1494

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