Clearstead Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-477
| Closed | -$4K | – | 1486 |
|
|
2022
Q1 | $4K | Hold |
477
| – | – | ﹤0.01% | 1125 |
|
|
2021
Q4 | $4K | Buy |
477
+77
| +19% | +$646 | ﹤0.01% | 1040 |
|
|
2021
Q3 | $4K | Hold |
400
| – | – | ﹤0.01% | 1062 |
|
|
2021
Q2 | $7K | Sell |
400
-1,000
| -71% | -$17.5K | ﹤0.01% | 846 |
|
|
2021
Q1 | $25K | Buy |
+1,400
| New | +$25K | ﹤0.01% | 637 |
|