Creative Planning’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 Q3	–	Sell	-14,437	Closed	-$67K	–	2357
2022 Q2	$67K	Buy	14,437 +1,200	+9%	+$5.57K	﹤0.01%	2001
2022 Q1	$100K	Buy	13,237 +307	+2%	+$2.32K	﹤0.01%	1981
2021 Q4	$114K	Buy	+12,930	New	+$114K	﹤0.01%	1942