Arete Wealth Advisors’s Casella Waste Systems CWST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-15,000
| Closed | -$90K | – | 148 |
|
|
2015
Q4 | $90K | Hold |
15,000
| – | – | 0.05% | 129 |
|
|
2015
Q3 | $87K | Hold |
15,000
| – | – | 0.07% | 117 |
|
|
2015
Q2 | $84K | Hold |
15,000
| – | – | 0.06% | 135 |
|
|
2015
Q1 | $83K | Hold |
15,000
| – | – | 0.05% | 147 |
|
|
2014
Q4 | $61K | Hold |
15,000
| – | – | 0.04% | 136 |
|
|
2014
Q3 | $58K | Hold |
15,000
| – | – | 0.04% | 130 |
|
|
2014
Q2 | $75K | Buy |
+15,000
| New | +$75K | 0.06% | 122 |
|