Nisa Investment Advisors’s Custom Truck One Source CTOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02K Buy
409
+152
+59% +$751 ﹤0.01% 2605
2025
Q1
$1.09K Buy
257
+34
+15% +$144 ﹤0.01% 2619
2024
Q4
$1.07K Buy
+223
New +$1.07K ﹤0.01% 2665
2024
Q3
Sell
-84
Closed -$365 2981
2024
Q2
$365 Buy
84
+29
+53% +$126 ﹤0.01% 2743
2024
Q1
$320 Sell
55
-10
-15% -$58 ﹤0.01% 2573
2023
Q4
$402 Hold
65
﹤0.01% 2453
2023
Q3
$403 Hold
65
﹤0.01% 2559
2023
Q2
$438 Hold
65
﹤0.01% 2586
2023
Q1
$0 Hold
65
﹤0.01% 2564
2022
Q4
$0 Buy
+65
New ﹤0.01% 2606