EWM
LOTZ

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

Evermay 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
-385
Closed – – 604
2022
Q3 		$0 Hold
385
– – ﹤0.01% 576
2022
Q2 		$0 Hold
385
– – ﹤0.01% 577
2022
Q1 		$1K Hold
385
– – ﹤0.01% 517
2021
Q4 		$1K Buy
+385
New +$1.26K ﹤0.01% 504

Evermay Wealth Management's LOTZ Position: Q4 2022 in Review

Evermay Wealth Management sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q4 2022, closing a stake of 385 shares.

Evermay Wealth Management first reported a position in LOTZ in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 1 fund tracked by Wall St. Rank holds LOTZ as of Q4 2022.

  • Evermay Wealth Management reported no remaining CarLotz, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 385 CarLotz, Inc. Class A Common Stock shares in Q4 2022.
  • Evermay Wealth Management first reported a position in CarLotz, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
  • Evermay Wealth Management's CarLotz, Inc. Class A Common Stock position peaked at $1K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.