CAPTRUST Financial Advisors’s Custom Truck One Source CTOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-129
| Closed | -$1K | – | 2498 |
|
|
2022
Q2 | $1K | Buy |
+129
| New | +$1K | ﹤0.01% | 4656 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | – | – | 4948 |
|
|
2021
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 4787 |
|
|
2021
Q2 | – | Sell |
-361
| Closed | -$3K | – | 4541 |
|
|
2021
Q1 | $3K | Buy |
+361
| New | +$3K | ﹤0.01% | 3900 |
|
|
2020
Q4 | – | Sell |
-391
| Closed | -$2K | – | 3417 |
|
|
2020
Q3 | $2K | Hold |
391
| – | – | ﹤0.01% | 2746 |
|
|
2020
Q2 | $2K | Buy |
+391
| New | +$2K | ﹤0.01% | 2587 |
|
|
2019
Q4 | – | Sell |
-586
| Closed | -$4K | – | 1170 |
|
|
2019
Q3 | $4K | Sell |
586
-346
| -37% | -$2.36K | ﹤0.01% | 1679 |
|
|
2019
Q2 | $10K | Buy |
+932
| New | +$10K | ﹤0.01% | 1495 |
|