Verus Financial Partners’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 |
-60,395
| Closed | -$16K | – | 109 |
|
|
2022
Q3 | $16K | Hold |
60,395
| – | – | ﹤0.01% | 101 |
|
|
2022
Q2 | $28K | Hold |
60,395
| – | – | ﹤0.01% | 96 |
|
|
2022
Q1 | $63K | Hold |
60,395
| – | – | 0.01% | 99 |
|
|
2021
Q4 | $137K | Hold |
60,395
| – | – | 0.02% | 94 |
|
|
2021
Q3 | $220K | Hold |
60,395
| – | – | 0.03% | 88 |
|
|
2021
Q2 | $286K | Hold |
60,395
| – | – | 0.04% | 74 |
|
|
2021
Q1 | $475K | Buy |
+60,395
| New | +$475K | 0.08% | 48 |
|