Peloton Wealth Strategists Closed Holding Positions

Peloton Wealth Strategists

$239 Million
Q2 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Dow Du Pont Inc	Q2 2019 Filed on Aug 12, 2019	46,041	N/A
WY Weyerhaeuser CO Real Estate	Q1 2019 Filed on May 15, 2019	35,053	$21.53 - $26.75 $755K - $938K
Midcap S&P Spdr	Q1 2019 Filed on May 15, 2019	2,135	N/A
FBHS Fortune Brands Home & Security, Inc. Industrials	Q1 2019 Filed on May 15, 2019	17,125	$37.66 - $48.65 $645K - $833K
TLT Ishares Barclays 20+ Year Trea ETFs	Q1 2019 Filed on May 15, 2019	1,865	$118.66 - $126.56 $221K - $236K
Nasdaq 100 ETF	Q1 2019 Filed on May 15, 2019	325	N/A
RWR Spdr Dow Jones Reit ETF ETFs	Q1 2019 Filed on May 15, 2019	7,732	N/A
HP Helmerich & Payne, Inc. Energy	Q1 2019 Filed on May 15, 2019	10,193	$48.05 - $58.05 $490K - $592K
AYI Acuity Brands Inc Industrials	Q4 2018 Filed on Feb 14, 2019	14,385	$105.8 - $155.48 $1.52M - $2.24M
IVZ Invesco Ltd. Financial Services	Q4 2018 Filed on Feb 14, 2019	31,700	$15.71 - $23.24 $498K - $737K
Allergan Inc.	Q3 2018 Filed on Nov 14, 2018	18,232	N/A
Tapestry Inc	Q3 2018 Filed on Nov 14, 2018	58,700	N/A
YUM Yum Brands Inc Consumer Cyclical	Q3 2018 Filed on Nov 14, 2018	19,204	$77.74 - $90.91 $1.49M - $1.75M
NVS Novartis Ag Healthcare	Q3 2018 Filed on Nov 14, 2018	11,950	$66.94 - $77.43 $800K - $925K
XLV Select Sector Spdr Fund Health ETFs	Q3 2018 Filed on Nov 14, 2018	30,475	N/A
Spdr S&P 500 Index	Q3 2018 Filed on Nov 14, 2018	1,554	N/A
TCBI Texas Capital Bancshares Inc Financial Services	Q3 2018 Filed on Nov 14, 2018	16,100	$82.65 - $96.45 $1.33M - $1.55M
Diageo PLC Adr	Q2 2018 Filed on Aug 15, 2018	6,600	N/A
WSM Williams Sonoma Inc Consumer Cyclical	Q2 2018 Filed on Aug 15, 2018	17,664	$47.3 - $64.55 $836K - $1.14M
Transcanada Corp.	Q2 2018 Filed on Aug 15, 2018	22,150	N/A
XLI Industrial Sector Spdr ETFs	Q2 2018 Filed on Aug 15, 2018	33,559	N/A
Guggenheim S&P 500	Q1 2018 Filed on May 07, 2018	7,644	N/A
CVS Cvs Health Corp Healthcare	Q1 2018 Filed on May 07, 2018	19,500	$60.6 - $83.63 $1.18M - $1.63M
Weyerhaeuser Company	Q1 2018 Filed on May 07, 2018	53,540	N/A
OXY Occidental Petroleum Corp Energy	Q1 2018 Filed on May 07, 2018	31,700	$62.96 - $77.63 $2M - $2.46M
SLB Schlumberger Limited Energy	Q4 2017 Filed on Feb 15, 2018	9,000	$61.31 - $69.32 $552K - $624K
XLP Consumer Staples Sector Spdr ETFs	Q4 2017 Filed on Feb 15, 2018	44,140	N/A
SAP Sap Se Technology	Q4 2017 Filed on Feb 15, 2018	11,800	$110.12 - $116.41 $1.3M - $1.37M

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