Veritable’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 |
-754,995
| Closed | -$906K | – | 888 |
|
|
2023
Q2 | $906K | Hold |
754,995
| – | – | 0.01% | 387 |
|
|
2023
Q1 | $1.15M | Buy |
754,995
+448,694
| +146% | +$682K | 0.02% | 335 |
|
|
2022
Q4 | $1.15M | Hold |
306,301
| – | – | 0.02% | 325 |
|
|
2022
Q3 | $1.53M | Sell |
306,301
-75
| -0% | -$373 | 0.03% | 264 |
|
|
2022
Q2 | $1.42M | Buy |
306,376
+75
| +0% | +$348 | 0.03% | 290 |
|
|
2022
Q1 | $2.3M | Buy |
+306,301
| New | +$2.3M | 0.04% | 231 |
|