LPL Financial’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 |
-14,617
| Closed | -$17.5K | – | 4766 |
|
|
2023
Q2 | $17.5K | Sell |
14,617
-4,455
| -23% | -$5.35K | ﹤0.01% | 4477 |
|
|
2023
Q1 | $29K | Buy |
19,072
+3,299
| +21% | +$5.01K | ﹤0.01% | 4348 |
|
|
2022
Q4 | $59.5K | Sell |
15,773
-5,123
| -25% | -$19.3K | ﹤0.01% | 4215 |
|
|
2022
Q3 | $104K | Buy |
20,896
+1,704
| +9% | +$8.48K | ﹤0.01% | 4065 |
|
|
2022
Q2 | $89K | Buy |
+19,192
| New | +$89K | ﹤0.01% | 4122 |
|
|
2022
Q1 | – | Sell |
-21,075
| Closed | -$186K | – | 4422 |
|
|
2021
Q4 | $186K | Buy |
21,075
+3,044
| +17% | +$26.9K | ﹤0.01% | 3993 |
|
|
2021
Q3 | $182K | Buy |
+18,031
| New | +$182K | ﹤0.01% | 3990 |
|