Level Financial 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
Q3 | – | Sell |
-700
| Closed | -$840 | – | 300 |
|
|
2023
Q2 | $840 | Hold |
700
| – | – | ﹤0.01% | 262 |
|
|
2023
Q1 | $1.06K | Buy |
700
+500
| +250% | +$760 | ﹤0.01% | 223 |
|
|
2022
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 273 |
|
|
2022
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 243 |
|
|
2022
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 296 |
|
|
2022
Q1 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 216 |
|