MWA
PTRA
Monograph Wealth Advisors’s Proterra Inc. Common Stock PTRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-259,651
| Closed | -$312K | – | 128 |
|
|
2023
Q2 | $312K | Hold |
259,651
| – | – | 0.07% | 67 |
|
|
2023
Q1 | $395K | Hold |
259,651
| – | – | 0.09% | 58 |
|
|
2022
Q4 | $979K | Buy |
+259,651
| New | +$979K | 0.26% | 31 |
|
|
2022
Q3 | – | Sell |
-259,651
| Closed | -$1.21M | – | 80 |
|
|
2022
Q2 | $1.21M | Hold |
259,651
| – | – | 0.35% | 24 |
|
|
2022
Q1 | $1.95M | Hold |
259,651
| – | – | 0.49% | 20 |
|
|
2021
Q4 | $2.29M | Buy |
+259,651
| New | +$2.29M | 0.58% | 21 |
|