BOSSRA
B.O.S.S. Retirement Advisors’s Casella Waste Systems CWST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,425
| Closed | -$720K | – | 148 |
|
|
2023
Q4 | $720K | Sell |
8,425
-7,551
| -47% | -$645K | 0.14% | 168 |
|
|
2023
Q3 | $1.22M | Buy |
15,976
+509
| +3% | +$38.8K | 0.26% | 153 |
|
|
2023
Q2 | $1.4M | Sell |
15,467
-1,769
| -10% | -$160K | 0.3% | 145 |
|
|
2023
Q1 | $1.42M | Sell |
17,236
-502
| -3% | -$41.5K | 0.33% | 121 |
|
|
2022
Q4 | $1.41M | Buy |
+17,738
| New | +$1.41M | 0.36% | 117 |
|