BHWM
LOTZ

Beaird Harris Wealth Management’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Beaird Harris Wealth Management’s Portfolio LOTZ Stock Details LOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed – – 792
2022
Q3 		$0 Buy
+200
New +$87 ﹤0.01% 551
2022
Q2 		– Sell
-200
Closed – – 664
2022
Q1 		$0 Hold
200
– – ﹤0.01% 767
2021
Q4 		$0 Buy
+200
New +$655 ﹤0.01% 682

Beaird Harris Wealth Management's LOTZ Position: Q4 2022 in Review

Beaird Harris Wealth Management sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q4 2022, closing a stake of 200 shares.

Beaird Harris Wealth Management first reported a position in LOTZ in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 1 fund tracked by Wall St. Rank holds LOTZ as of Q4 2022.

  • Beaird Harris Wealth Management reported no remaining CarLotz, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 200 CarLotz, Inc. Class A Common Stock shares in Q4 2022.
  • Beaird Harris Wealth Management first reported a position in CarLotz, Inc. Class A Common Stock in Q4 2021 and held it in 3 quarters.
  • Beaird Harris Wealth Management's CarLotz, Inc. Class A Common Stock position peaked at $0 in Q3 2022.
  • 1 fund tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q4 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.