Cetera Trust Company’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 | $382K | Buy |
3,315
+155
| +5% | +$17.9K | 0.23% | 79 |
|
|
2025
Q1 | $352K | Hold |
3,160
| – | – | 0.22% | 78 |
|
|
2024
Q4 | $334K | Sell |
3,160
-25
| -0.8% | -$2.65K | 0.22% | 84 |
|
|
2024
Q3 | $317K | Hold |
3,185
| – | – | 0.19% | 100 |
|
|
2024
Q2 | $316K | Hold |
3,185
| – | – | 0.2% | 86 |
|
|
2024
Q1 | $315K | Buy |
3,185
+300
| +10% | +$29.7K | 0.19% | 91 |
|
|
2023
Q4 | $247K | Buy |
+2,885
| New | +$247K | 0.15% | 127 |
|