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

Heritage Wealth 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	-5,225	Closed	-$1.57K	–	583
2022 Q3	$1.57K	Hold	5,225	–	–	﹤0.01%	488
2022 Q2	$2K	Hold	5,225	–	–	﹤0.01%	528
2022 Q1	$7K	Buy	5,225 +200	+4%	+$377	﹤0.01%	460
2021 Q4	$11K	Hold	5,025	–	–	﹤0.01%	446
2021 Q3	$19.1K	Hold	5,025	–	–	﹤0.01%	408
2021 Q2	$27.4K	Hold	5,025	–	–	﹤0.01%	387
2021 Q1	$35.8K	Buy	5,025 +2,260	+82%	+$21.9K	﹤0.01%	364
2020 Q4	$31K	Buy	+2,765	New	+$28.4K	﹤0.01%	370

Heritage Wealth Advisors's LOTZ Position: Q4 2022 in Review

Heritage Wealth Advisors sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q4 2022, closing a stake of 5,225 shares — an estimated $1.57K sold.

Heritage Wealth Advisors first reported a position in LOTZ in Q4 2020 and held it in 8 quarters. The position peaked at $35.8K in Q1 2021. 1 fund tracked by Wall St. Rank holds LOTZ as of Q4 2022.

Heritage Wealth Advisors reported no remaining CarLotz, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 5,225 CarLotz, Inc. Class A Common Stock shares in Q4 2022, an estimated $1.57K.
Heritage Wealth Advisors first reported a position in CarLotz, Inc. Class A Common Stock in Q4 2020 and held it in 8 quarters.
Heritage Wealth Advisors's CarLotz, Inc. Class A Common Stock position peaked at $35.8K in Q1 2021.
1 fund tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q4 2022.

Based on Heritage Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.