Envestnet Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Buy |
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|
2025
Q1 | $123K | Sell |
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|
2024
Q4 | $144K | Sell |
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|
2024
Q3 | $107K | Buy |
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|
2024
Q2 | $131K | Sell |
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|
2024
Q1 | $192K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $243K | Sell |
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|
2020
Q3 | $144K | Buy |
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|
2020
Q2 | $137K | Sell |
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|
2020
Q1 | $145K | Buy |
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|
2019
Q4 | $90K | Sell |
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|
2019
Q3 | $287K | Buy |
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|
2019
Q2 | $445K | Buy |
|