JFS Wealth 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 |
-2,700
| Closed | -$10.2K | – | 1997 |
|
|
2022
Q4 | $10.2K | Hold |
2,700
| – | – | ﹤0.01% | 705 |
|
|
2022
Q3 | $13K | Hold |
2,700
| – | – | ﹤0.01% | 666 |
|
|
2022
Q2 | $13K | Hold |
2,700
| – | – | ﹤0.01% | 704 |
|
|
2022
Q1 | $20K | Hold |
2,700
| – | – | ﹤0.01% | 612 |
|
|
2021
Q4 | $24K | Hold |
2,700
| – | – | ﹤0.01% | 538 |
|
|
2021
Q3 | $27K | Hold |
2,700
| – | – | ﹤0.01% | 503 |
|
|
2021
Q2 | $46K | Buy |
+2,700
| New | +$46K | 0.01% | 279 |
|