WFA
PTRA

Wellspring Financial Advisors’s Proterra Inc. Common Stock PTRA Stock Holding History

Wellspring Financial Advisors’s Portfolio PTRA Stock Details PTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-17,554
Closed -$26.7K – 129
2023
Q1 		$26.7K Hold
17,554
– – 0.01% 124
2022
Q4 		$66.2K Hold
17,554
– – 0.02% 129
2022
Q3 		$87K Hold
17,554
– – 0.03% 98
2022
Q2 		$81K Hold
17,554
– – 0.03% 101
2022
Q1 		$132K Buy
+17,554
New +$132K 0.04% 118