XWM
Xcel Wealth Management’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,031
| Closed | -$252K | – | 141 |
|
|
2021
Q2 | $252K | Hold |
2,031
| – | – | 0.08% | 129 |
|
|
2021
Q1 | $228K | Sell |
2,031
-30
| -1% | -$3.37K | 0.08% | 119 |
|
|
2020
Q4 | $312K | Buy |
+2,061
| New | +$312K | 0.13% | 98 |
|
|
2020
Q1 | – | Sell |
-21,350
| Closed | -$606K | – | 80 |
|
|
2019
Q4 | $606K | Buy |
+21,350
| New | +$606K | 0.5% | 41 |
|