Chicago Partners Investment Group’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
Q3 | – | Sell |
-23,380
| Closed | -$41.6K | – | 712 |
|
|
2023
Q2 | $41.6K | Sell |
23,380
-2,782
| -11% | -$4.95K | ﹤0.01% | 672 |
|
|
2023
Q1 | $30.6K | Hold |
26,162
| – | – | ﹤0.01% | 654 |
|
|
2022
Q4 | $132K | Hold |
26,162
| – | – | 0.01% | 609 |
|
|
2022
Q3 | $161K | Sell |
26,162
-4,132
| -14% | -$25.4K | 0.01% | 549 |
|
|
2022
Q2 | $163K | Hold |
30,294
| – | – | 0.01% | 556 |
|
|
2022
Q1 | $171K | Hold |
30,294
| – | – | 0.01% | 532 |
|
|
2021
Q4 | $251K | Buy |
30,294
+1,000
| +3% | +$8.29K | 0.02% | 473 |
|
|
2021
Q3 | $358K | Hold |
29,294
| – | – | 0.03% | 408 |
|
|
2021
Q2 | $327K | Buy |
29,294
+4,808
| +20% | +$53.7K | 0.02% | 408 |
|
|
2021
Q1 | $438K | Buy |
+24,486
| New | +$438K | 0.04% | 323 |
|