Williams Jones Wealth Management’s Peloton Interactive PTON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,854	Closed	-$321K	–	514
2021 Q1	$321K	Buy	2,854 +54	+2%	+$6.07K	0.01%	377
2020 Q4	$425K	Sell	2,800 -725	-21%	-$110K	0.01%	308
2020 Q3	$350K	Buy	+3,525	New	+$350K	0.01%	312