WAS
PTRA

Winch Advisory Services’s Proterra Inc. Common Stock PTRA Stock Holding History

Winch Advisory Services’s Portfolio PTRA Stock Details PTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-67
Closed -$1 – 457
2023
Q4 		$1 Hold
67
– – ﹤0.01% 440
2023
Q3 		$0 Hold
67
– – ﹤0.01% 465
2023
Q2 		$0 Hold
67
– – ﹤0.01% 458
2023
Q1 		$0 Hold
67
– – ﹤0.01% 453
2022
Q4 		$0 Hold
67
– – ﹤0.01% 444
2022
Q3 		$0 Hold
67
– – ﹤0.01% 452
2022
Q2 		$0 Hold
67
– – ﹤0.01% 496
2022
Q1 		$1K Hold
67
– – ﹤0.01% 444
2021
Q4 		$1K Hold
67
– – ﹤0.01% 458
2021
Q3 		$1K Hold
67
– – ﹤0.01% 471
2021
Q2 		$1K Hold
67
– – ﹤0.01% 474
2021
Q1 		$1K Buy
+67
New +$1.39K ﹤0.01% 442

Winch Advisory Services's PTRA Position: Q1 2024 in Review

Winch Advisory Services sold out of Proterra Inc. Common Stock (PTRA) in Q1 2024, closing a stake of 67 shares — an estimated $1 sold.

Winch Advisory Services first reported a position in PTRA in Q1 2021 and held it in 12 quarters. The position peaked at $1K in Q1 2022. 0 funds tracked by Wall St. Rank hold PTRA as of Q1 2024.

  • Winch Advisory Services reported no remaining Proterra Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Winch Advisory Services sold 67 Proterra Inc. Common Stock shares in Q1 2024, an estimated $1.
  • Winch Advisory Services first reported a position in Proterra Inc. Common Stock in Q1 2021 and held it in 12 quarters.
  • Winch Advisory Services's Proterra Inc. Common Stock position peaked at $1K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q1 2024.

Based on Winch Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.