WWM
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WT Wealth Management’s Peloton Interactive PTON Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-4,939
Closed -$749K 128
2020
Q4
$749K Buy
4,939
+2,845
+136% +$431K 0.41% 77
2020
Q3
$207K Buy
+2,094
New +$207K 0.14% 103