SVB Wealth’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 |
-451,896
| Closed | -$542K | – | 942 |
|
|
2023
Q2 | $542K | Sell |
451,896
-939
| -0.2% | -$1.13K | 0.01% | 465 |
|
|
2023
Q1 | $688K | Buy |
452,835
+939
| +0.2% | +$1.43K | 0.01% | 461 |
|
|
2022
Q4 | $1.7M | Hold |
451,896
| – | – | 0.02% | 295 |
|
|
2022
Q3 | $2.25M | Buy |
451,896
+360,115
| +392% | +$1.79M | 0.03% | 242 |
|
|
2022
Q2 | $426K | Buy |
+91,781
| New | +$426K | 0.01% | 474 |
|