Mark Sheptoff Financial Planning’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 | -$3.77K | – | 402 |
|
|
2022
Q4 | $3.77K | Hold |
1,000
| – | – | ﹤0.01% | 322 |
|
|
2022
Q3 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 299 |
|
|
2022
Q2 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 303 |
|
|
2022
Q1 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 323 |
|
|
2021
Q4 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 331 |
|
|
2021
Q3 | $10K | Buy |
+1,000
| New | +$10K | 0.01% | 308 |
|