Wills Financial Group’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 |
-10,000
| Closed | -$3K | – | 63 |
|
|
2022
Q3 | $3K | Hold |
10,000
| – | – | ﹤0.01% | 58 |
|
|
2022
Q2 | $4K | Hold |
10,000
| – | – | ﹤0.01% | 62 |
|
|
2022
Q1 | $14K | Hold |
10,000
| – | – | 0.01% | 70 |
|
|
2021
Q4 | $22K | Sell |
10,000
-1,000
| -9% | -$2.2K | 0.01% | 68 |
|
|
2021
Q3 | $41K | Hold |
11,000
| – | – | 0.02% | 67 |
|
|
2021
Q2 | $60K | Buy |
+11,000
| New | +$60K | 0.03% | 71 |
|