Bartlett & Co Wealth Management’s Proterra Inc. Common Stock PTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$54 | – | 1284 |
|
|
2023
Q3 | $54 | Hold |
1,000
| – | – | ﹤0.01% | 1164 |
|
|
2023
Q2 | $1.2K | Hold |
1,000
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q1 | $1.52K | Hold |
1,000
| – | – | ﹤0.01% | 997 |
|
|
2022
Q4 | $3.77K | Hold |
1,000
| – | – | ﹤0.01% | 951 |
|
|
2022
Q3 | $4.98K | Hold |
1,000
| – | – | ﹤0.01% | 930 |
|
|
2022
Q2 | $4.64K | Buy |
+1,000
| New | +$4.64K | ﹤0.01% | 1030 |
|