HWM
LOTZ

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

HB 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
-805,056
Closed -$242K – 713
2022
Q3 		$242K Hold
805,056
– – 0.01% 491
2022
Q2 		$317K Hold
805,056
– – 0.01% 430
2022
Q1 		$1.1M Buy
+805,056
New +$1.52M 0.02% 258