BFC
Bedel Financial Consulting’s Custom Truck One Source CTOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-45,227
| Closed | -$263K | – | 252 |
|
|
2024
Q1 | $263K | Hold |
45,227
| – | – | 0.04% | 214 |
|
|
2023
Q4 | $280K | Sell |
45,227
-4,325
| -9% | -$26.7K | 0.05% | 194 |
|
|
2023
Q3 | $307K | Sell |
49,552
-11,000
| -18% | -$68.2K | 0.06% | 171 |
|
|
2023
Q2 | $408K | Sell |
60,552
-34,387
| -36% | -$232K | 0.09% | 139 |
|
|
2023
Q1 | $645K | Hold |
94,939
| – | – | 0.16% | 91 |
|
|
2022
Q4 | $600K | Hold |
94,939
| – | – | 0.15% | 92 |
|
|
2022
Q3 | $643K | Sell |
94,939
-10,000
| -10% | -$67.7K | 0.17% | 83 |
|
|
2022
Q2 | $588K | Buy |
104,939
+12,387
| +13% | +$69.4K | 0.17% | 82 |
|
|
2022
Q1 | $777K | Sell |
92,552
-14,000
| -13% | -$118K | 0.24% | 60 |
|
|
2021
Q4 | $852K | Buy |
106,552
+41,104
| +63% | +$329K | 0.27% | 58 |
|
|
2021
Q3 | $611K | Buy |
65,448
+44,640
| +215% | +$417K | 0.21% | 73 |
|
|
2021
Q2 | $198K | Buy |
20,808
+2,475
| +14% | +$23.6K | 0.07% | 182 |
|
|
2021
Q1 | $171K | Hold |
18,333
| – | – | 0.07% | 186 |
|
|
2020
Q4 | $135K | Buy |
+18,333
| New | +$135K | 0.06% | 187 |
|