Bartlett & Co Wealth Management’s Proterra Inc. Common Stock PTRA Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PTRA Stock Details PTRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$6.12K	﹤0.01%	1030

Other funds holding PTRA

WAS

Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return

Bartlett & Co Wealth Management's PTRA Position: Q4 2023 in Review

Bartlett & Co Wealth Management sold out of Proterra Inc. Common Stock (PTRA) in Q4 2023, closing a stake of 1,000 shares — an estimated $54 sold.

Bartlett & Co Wealth Management first reported a position in PTRA in Q2 2022 and held it in 6 quarters. The position peaked at $4.98K in Q3 2022. 1 fund tracked by Wall St. Rank holds PTRA as of Q4 2023.

Bartlett & Co Wealth Management reported no remaining Proterra Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,000 Proterra Inc. Common Stock shares in Q4 2023, an estimated $54.
Bartlett & Co Wealth Management first reported a position in Proterra Inc. Common Stock in Q2 2022 and held it in 6 quarters.
Bartlett & Co Wealth Management's Proterra Inc. Common Stock position peaked at $4.98K in Q3 2022.
1 fund tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q4 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.