Pathway Financial Advisers’s Custom Truck One Source CTOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,606
| Closed | -$12.5K | – | 207 |
|
|
2024
Q4 | $12.5K | Sell |
2,606
-3,856
| -60% | -$18.5K | ﹤0.01% | 344 |
|
|
2024
Q3 | $1.87K | Buy |
6,462
+4,589
| +245% | +$1.33K | ﹤0.01% | 354 |
|
|
2024
Q2 | $8.15K | Buy |
1,873
+873
| +87% | +$3.8K | ﹤0.01% | 360 |
|
|
2024
Q1 | $5.82K | Hold |
1,000
| – | – | ﹤0.01% | 383 |
|
|
2023
Q4 | $6.18K | Hold |
1,000
| – | – | ﹤0.01% | 396 |
|
|
2023
Q3 | $6.2K | Buy |
+1,000
| New | +$6.2K | ﹤0.01% | 402 |
|
|
2023
Q1 | $21.1K | Hold |
3,102
| – | – | 0.01% | 306 |
|
|
2022
Q4 | $19.6K | Buy |
+3,102
| New | +$19.6K | 0.01% | 335 |
|