Mercer Global Advisors’s Custom Truck One Source CTOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,085
| Closed | -$55.2K | – | 2249 |
|
|
2025
Q1 | $55.2K | Sell |
13,085
-1,578
| -11% | -$6.66K | ﹤0.01% | 2098 |
|
|
2024
Q4 | $70.5K | Buy |
14,663
+1,663
| +13% | +$8K | ﹤0.01% | 2065 |
|
|
2024
Q3 | $42.8K | Hold |
13,000
| – | – | ﹤0.01% | 1923 |
|
|
2024
Q2 | $56.6K | Sell |
13,000
-1,156
| -8% | -$5.03K | ﹤0.01% | 1904 |
|
|
2024
Q1 | $82K | Hold |
14,156
| – | – | ﹤0.01% | 1867 |
|
|
2023
Q4 | $87K | Hold |
14,156
| – | – | ﹤0.01% | 1920 |
|
|
2023
Q3 | $88K | Hold |
14,156
| – | – | ﹤0.01% | 1863 |
|
|
2023
Q2 | $95K | Hold |
14,156
| – | – | ﹤0.01% | 1835 |
|
|
2023
Q1 | $96K | Buy |
+14,156
| New | +$96K | ﹤0.01% | 1834 |
|