WFI
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West Family Investments’s Peloton Interactive PTON Stock Holding History

West Family Investments’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
Q1 		– Sell
-670
Closed -$8.67K – 104
2020
Q4 		$8.67K Sell
670
-6,029
-90% -$734K 2.64% 8
2020
Q3 		$24.7M Buy
6,699
+4,849
+262% +$357K 9.28% 1
2020
Q2 		$1.58M Hold
1,850
– – 0.38% 49
2020
Q1 		$1.33M Hold
1,850
– – 0.53% 46
2019
Q4 		$1.58M Buy
+1,850
New +$49.8K 0.38% 49

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