Avior Wealth Management’s Casella Waste Systems CWST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
3,727
+14
| +0.4% | +$1.62K | 0.01% | 469 |
|
|
2025
Q1 | $414K | Buy |
3,713
+742
| +25% | +$82.7K | 0.02% | 459 |
|
|
2024
Q4 | $314K | Buy |
2,971
+2,885
| +3,355% | +$305K | 0.01% | 581 |
|
|
2024
Q3 | $8.56K | Buy |
86
+30
| +54% | +$2.99K | ﹤0.01% | 1608 |
|
|
2024
Q2 | $5.56K | Sell |
56
-177
| -76% | -$17.6K | ﹤0.01% | 1693 |
|
|
2024
Q1 | $23K | Buy |
+233
| New | +$23K | ﹤0.01% | 1542 |
|