SWA
LOTZ
SOA Wealth Advisors’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-125
| Closed | – | – | 1025 |
|
|
2022
Q3 | $0 | Hold |
125
| – | – | ﹤0.01% | 1033 |
|
|
2022
Q2 | $0 | Hold |
125
| – | – | ﹤0.01% | 1080 |
|
|
2022
Q1 | $0 | Hold |
125
| – | – | ﹤0.01% | 1036 |
|
|
2021
Q4 | $0 | Hold |
125
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q3 | $0 | Hold |
125
| – | – | ﹤0.01% | 1013 |
|
|
2021
Q2 | $0 | Hold |
125
| – | – | ﹤0.01% | 991 |
|
|
2021
Q1 | $0 | Hold |
125
| – | – | ﹤0.01% | 951 |
|
|
2020
Q4 | $1K | Buy |
+125
| New | +$1K | ﹤0.01% | 778 |
|