Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 13, 2020

SELL
N/A
-10,475 Closed
0 $0
Q1 2020

May 15, 2020

SELL
N/A
-925 Reduced 8.11%
10,475 $1.37 Million
Q4 2019

Feb 14, 2020

BUY
N/A
300 Added 2.7%
11,400 $2.51 Million
Q3 2019

Nov 13, 2019

BUY
N/A
275 Added 2.54%
11,100 $2.18 Million
Q2 2019

Aug 12, 2019

BUY
N/A
20 Added 0.19%
10,825 $1.88 Million
Q1 2019

May 15, 2019

BUY
N/A
1,880 Added 21.06%
10,805 $1.97 Million
Q1 2018

May 07, 2018

SELL
N/A
-100 Reduced 1.11%
8,925 $1.93 Million
Q3 2017

Nov 09, 2017

BUY
N/A
9,025
9,025 $1.68 Million
Track This Portfolio

Track Peloton Wealth Strategists Portfolio

Follow Peloton Wealth Strategists and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peloton Wealth Strategists, based on Form 13F filings with the SEC.

News

Stay updated on Peloton Wealth Strategists with notifications on news.