Heritage Wealth 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 |
-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% | +$268 | ﹤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% | +$16.1K | ﹤0.01% | 364 |
|
|
2020
Q4 | $31K | Buy |
+2,765
| New | +$31K | ﹤0.01% | 370 |
|