Peloton Wealth Strategists Schwab Strategic Tr Us Small C Transaction History

Peloton Wealth Strategists

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Jun 23, 2021	SELL	$43.89 - $52.63 $233,494 - $279,991	-5,320 Closed	0 $0
Q3 2020 Nov 17, 2020	SELL	$32.09 - $36.38 $19,221 - $21,791	-599 Reduced 10.12%	5,320 $363,000
Q2 2020 Aug 13, 2020	SELL	$23.59 - $35.22 $3,019 - $4,508	-128 Reduced 2.12%	5,919 $387,000
Q1 2020 May 15, 2020	BUY	$22.29 - $38.7 $54,186 - $94,079	2,431 Added 67.23%	6,047 $312,000
Q3 2019 Nov 13, 2019	BUY	$34.78 - $36.12 $5,077 - $5,273	146 Added 4.21%	3,616 $252,000
Q2 2019 Aug 12, 2019	BUY	N/A	341 Added 10.9%	3,470 $248,000
Q1 2019 May 15, 2019	BUY	N/A	3,129 New	3,129 $219,000

1,147

147M

55.6K

7.8K

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