Surevest’s Peloton Interactive PTON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$3K	Hold	481	–	–	﹤0.01%	371
2022 Q2	$4K	Hold	481	–	–	﹤0.01%	360
2022 Q1	$13K	Sell	481 -20	-4%	-$541	﹤0.01%	266
2021 Q4	$18K	Buy	+501	New	+$18K	﹤0.01%	253