Carson Wealth (CWM LLC)’s Custom Truck One Source CTOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Buy |
3,833
+120
| +3% | +$595 | ﹤0.01% | 3934 |
|
|
2025
Q1 | $16K | Buy |
3,713
+38
| +1% | +$164 | ﹤0.01% | 3819 |
|
|
2024
Q4 | $18K | Buy |
3,675
+1,738
| +90% | +$8.51K | ﹤0.01% | 3502 |
|
|
2024
Q3 | $7K | Buy |
1,937
+1,540
| +388% | +$5.57K | ﹤0.01% | 3927 |
|
|
2024
Q2 | $2K | Buy |
397
+342
| +622% | +$1.72K | ﹤0.01% | 4181 |
|
|
2024
Q1 | $0 | Buy |
+55
| New | – | ﹤0.01% | 4372 |
|
|
2023
Q4 | – | Sell |
-357
| Closed | -$2K | – | 4187 |
|
|
2023
Q3 | $2K | Hold |
357
| – | – | ﹤0.01% | 3775 |
|
|
2023
Q2 | $2K | Buy |
+357
| New | +$2K | ﹤0.01% | 3762 |
|