Geneos Wealth Management’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 |
-2,300
| Closed | -$2.76K | – | 2158 |
|
|
2023
Q2 | $2.76K | Hold |
2,300
| – | – | ﹤0.01% | 1879 |
|
|
2023
Q1 | $3.5K | Hold |
2,300
| – | – | ﹤0.01% | 1809 |
|
|
2022
Q4 | $8.67K | Hold |
2,300
| – | – | ﹤0.01% | 1567 |
|
|
2022
Q3 | $11K | Sell |
2,300
-2,000
| -47% | -$9.57K | ﹤0.01% | 1503 |
|
|
2022
Q2 | $19K | Buy |
4,300
+2,800
| +187% | +$12.4K | ﹤0.01% | 1718 |
|
|
2022
Q1 | $11K | Buy |
+1,500
| New | +$11K | ﹤0.01% | 2074 |
|