Clearstead Advisors’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
Q4 | – | Sell |
-50,957
| Closed | -$15K | – | 1401 |
|
|
2022
Q3 | $15K | Hold |
50,957
| – | – | ﹤0.01% | 821 |
|
|
2022
Q2 | $20K | Hold |
50,957
| – | – | ﹤0.01% | 806 |
|
|
2022
Q1 | $70K | Hold |
50,957
| – | – | ﹤0.01% | 619 |
|
|
2021
Q4 | $116K | Hold |
50,957
| – | – | 0.01% | 495 |
|
|
2021
Q3 | $194K | Hold |
50,957
| – | – | 0.01% | 374 |
|
|
2021
Q2 | $278K | Hold |
50,957
| – | – | 0.02% | 302 |
|
|
2021
Q1 | $363K | Buy |
50,957
+49,457
| +3,297% | +$352K | 0.03% | 252 |
|
|
2020
Q4 | $17K | Buy |
+1,500
| New | +$17K | ﹤0.01% | 656 |
|