Clearstead Advisors’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Clearstead Advisors’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	-50,957	Closed	-$15K	–	1403
2022 Q3	$15K	Hold	50,957	–	–	﹤0.01%	823
2022 Q2	$20K	Hold	50,957	–	–	﹤0.01%	808
2022 Q1	$70K	Hold	50,957	–	–	﹤0.01%	621
2021 Q4	$116K	Hold	50,957	–	–	0.01%	498
2021 Q3	$194K	Hold	50,957	–	–	0.01%	376
2021 Q2	$278K	Hold	50,957	–	–	0.02%	302
2021 Q1	$363K	Buy	50,957 +49,457	+3,297%	+$480K	0.03%	252
2020 Q4	$17K	Buy	+1,500	New	+$15.4K	﹤0.01%	656

Clearstead Advisors's LOTZ Position: Q4 2022 in Review

Clearstead Advisors sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q4 2022, closing a stake of 50,957 shares — an estimated $15K sold.

Clearstead Advisors first reported a position in LOTZ in Q4 2020 and held it in 8 quarters. The position peaked at $363K in Q1 2021. 1 fund tracked by Wall St. Rank holds LOTZ as of Q4 2022.

Clearstead Advisors reported no remaining CarLotz, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Clearstead Advisors sold 50,957 CarLotz, Inc. Class A Common Stock shares in Q4 2022, an estimated $15K.
Clearstead Advisors first reported a position in CarLotz, Inc. Class A Common Stock in Q4 2020 and held it in 8 quarters.
Clearstead Advisors's CarLotz, Inc. Class A Common Stock position peaked at $363K in Q1 2021.
1 fund tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q4 2022.

Based on Clearstead Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.