Steward Partners Investment Advisory’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
Q2 | – | Sell |
-100
| Closed | -$152 | – | 3407 |
|
|
2023
Q1 | $152 | Hold |
100
| – | – | ﹤0.01% | 3240 |
|
|
2022
Q4 | $377 | Hold |
100
| – | – | ﹤0.01% | 3217 |
|
|
2022
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 3454 |
|
|
2022
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 3435 |
|
|
2022
Q1 | $1K | Sell |
100
-100
| -50% | -$1K | ﹤0.01% | 3252 |
|
|
2021
Q4 | $2K | Buy |
200
+100
| +100% | +$1K | ﹤0.01% | 3052 |
|
|
2021
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3122 |
|