Bedel Financial Consulting’s Custom Truck One Source CTOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $307K | Sell |
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|
2023
Q2 | $408K | Sell |
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|
2023
Q1 | $645K | Hold |
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|
2022
Q4 | $600K | Hold |
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|
2022
Q3 | $643K | Sell |
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|
2022
Q2 | $588K | Buy |
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|
2022
Q1 | $777K | Sell |
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|
2021
Q4 | $852K | Buy |
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|
2021
Q3 | $611K | Buy |
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|
2021
Q2 | $198K | Buy |
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|
2021
Q1 | $171K | Hold |
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|
2020
Q4 | $135K | Buy |
|