Charles Schwab’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-183,996
| Closed | -$253K | – | 3702 |
|
|
2022
Q1 | $253K | Hold |
183,996
| – | – | ﹤0.01% | 3267 |
|
|
2021
Q4 | $418K | Buy |
183,996
+8,594
| +5% | +$19.5K | ﹤0.01% | 3204 |
|
|
2021
Q3 | $669K | Sell |
175,402
-241,930
| -58% | -$923K | ﹤0.01% | 3040 |
|
|
2021
Q2 | $2.28M | Buy |
417,332
+100,807
| +32% | +$550K | ﹤0.01% | 2673 |
|
|
2021
Q1 | $2.26M | Buy |
+316,525
| New | +$2.26M | ﹤0.01% | 2625 |
|