Xcel Wealth Management’s Peloton Interactive PTON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$252K Hold
2021
Q1
$228K Sell
2020
Q4
$312K Buy
2020
Q1
Sell
2019
Q4
$606K Buy