Carson Wealth (CWM LLC)’s Proterra Inc. Common Stock PTRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,033,184
| Closed | -$1.24M | – | 4646 |
|
|
2023
Q2 | $1.24M | Sell |
1,033,184
-70,241
| -6% | -$84.3K | 0.01% | 632 |
|
|
2023
Q1 | $1.68M | Buy |
1,103,425
+158,076
| +17% | +$240K | 0.01% | 513 |
|
|
2022
Q4 | $3.56M | Buy |
945,349
+12,300
| +1% | +$46.4K | 0.03% | 359 |
|
|
2022
Q3 | $4.65M | Buy |
933,049
+31,757
| +4% | +$158K | 0.04% | 292 |
|
|
2022
Q2 | $4.18M | Hold |
901,292
| – | – | 0.03% | 317 |
|
|
2022
Q1 | $6.78M | Buy |
901,292
+897,877
| +26,292% | +$6.75M | 0.05% | 267 |
|
|
2021
Q4 | $30K | Buy |
+3,415
| New | +$30K | ﹤0.01% | 1784 |
|