DWM
LOTZ

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

Dakota Wealth Management’s Portfolio LOTZ Stock Details LOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-37,361
Closed -$373K – 338
2019
Q4 		$373K Sell
37,361
-39
-0.1% -$389 0.06% 221
2019
Q3 		$365K Buy
+37,400
New +$365K 0.06% 215