Sonora Investment Management Group’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 |
-205,436
| Closed | -$247K | – | 284 |
|
|
2023
Q2 | $247K | Hold |
205,436
| – | – | 0.02% | 224 |
|
|
2023
Q1 | $312K | Hold |
205,436
| – | – | 0.03% | 202 |
|
|
2022
Q4 | $774K | Sell |
205,436
-17,332
| -8% | -$65.3K | 0.07% | 144 |
|
|
2022
Q3 | $1.03M | Hold |
222,768
| – | – | 0.13% | 101 |
|
|
2022
Q2 | $1.03M | Hold |
222,768
| – | – | 0.1% | 131 |
|
|
2022
Q1 | $1.68M | Hold |
222,768
| – | – | 0.19% | 94 |
|
|
2021
Q4 | $1.97M | Buy |
+222,768
| New | +$1.97M | 0.23% | 85 |
|