Creative Planning’s Custom Truck One Source CTOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,235
| Closed | -$62.9K | – | 3584 |
|
|
2024
Q3 | $62.9K | Sell |
18,235
-12,367
| -40% | -$42.7K | ﹤0.01% | 3067 |
|
|
2024
Q2 | $133K | Buy |
30,602
+11,141
| +57% | +$48.5K | ﹤0.01% | 2769 |
|
|
2024
Q1 | $113K | Buy |
19,461
+252
| +1% | +$1.47K | ﹤0.01% | 2671 |
|
|
2023
Q4 | $119K | Buy |
19,209
+5,488
| +40% | +$33.9K | ﹤0.01% | 2537 |
|
|
2023
Q3 | $85.1K | Sell |
13,721
-165
| -1% | -$1.02K | ﹤0.01% | 2398 |
|
|
2023
Q2 | $93.6K | Buy |
13,886
+41
| +0.3% | +$276 | ﹤0.01% | 2343 |
|
|
2023
Q1 | $94K | Buy |
13,845
+2,606
| +23% | +$17.7K | ﹤0.01% | 2256 |
|
|
2022
Q4 | $71K | Hold |
11,239
| – | – | ﹤0.01% | 2178 |
|
|
2022
Q3 | $66K | Buy |
+11,239
| New | +$66K | ﹤0.01% | 2067 |
|