Regis Management Company’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 |
-11,628
| Closed | -$44K | – | 59 |
|
2022
Q4 | $44K | Hold |
11,628
| – | – | 0.01% | 55 |
|
2022
Q3 | $58K | Hold |
11,628
| – | – | 0.01% | 53 |
|
2022
Q2 | $54K | Hold |
11,628
| – | – | 0.01% | 55 |
|
2022
Q1 | $87K | Hold |
11,628
| – | – | 0.02% | 65 |
|
2021
Q4 | $103K | Buy |
+11,628
| New | +$103K | 0.02% | 63 |
|