IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$17K | – | 4593 |
|
|
2022
Q4 | $17K | Buy |
1,000
+700
| +233% | +$11.9K | ﹤0.01% | 3049 |
|
|
2022
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 4078 |
|
|
2022
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 3846 |
|
|
2022
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 3846 |
|
|
2021
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 2668 |
|
|
2021
Q3 | $3K | Sell |
300
-1,101
| -79% | -$11K | ﹤0.01% | 2718 |
|
|
2021
Q2 | $23K | Buy |
+1,401
| New | +$23K | ﹤0.01% | 1878 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4510 |
|