Cetera Investment Advisers’s Custom Truck One Source CTOS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $293K | Buy |
59,349
+1,006
| +2% | +$4.97K | ﹤0.01% | 3413 |
|
2025
Q1 | $246K | Buy |
58,343
+31,684
| +119% | +$134K | ﹤0.01% | 3435 |
|
2024
Q4 | $128K | Buy |
26,659
+16,432
| +161% | +$79K | ﹤0.01% | 3529 |
|
2024
Q3 | $35.3K | Sell |
10,227
-213
| -2% | -$735 | ﹤0.01% | 3620 |
|
2024
Q2 | $45.4K | Sell |
10,440
-2,619
| -20% | -$11.4K | ﹤0.01% | 3602 |
|
2024
Q1 | $76K | Buy |
+13,059
| New | +$76K | ﹤0.01% | 3536 |
|