Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
3,988
-124
| -3% | -$14.3K | 0.01% | 631 |
|
|
2025
Q1 | $459K | Buy |
4,112
+592
| +17% | +$66K | 0.01% | 600 |
|
|
2024
Q4 | $372K | Sell |
3,520
-20
| -0.6% | -$2.12K | 0.01% | 655 |
|
|
2024
Q3 | $352K | Sell |
3,540
-129
| -4% | -$12.8K | 0.01% | 661 |
|
|
2024
Q2 | $364K | Buy |
3,669
+3,469
| +1,735% | +$344K | 0.01% | 617 |
|
|
2024
Q1 | $19.3K | Buy |
+200
| New | +$19.3K | ﹤0.01% | 951 |
|