Disciplined Investments’s Casella Waste Systems CWST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7
| Closed | -$633 | – | 451 |
|
|
2023
Q2 | $633 | Sell |
7
-1
| -13% | -$90 | ﹤0.01% | 1145 |
|
|
2023
Q1 | $661 | Hold |
8
| – | – | ﹤0.01% | 1142 |
|
|
2022
Q4 | $634 | Sell |
8
-1
| -11% | -$79 | ﹤0.01% | 1097 |
|
|
2022
Q3 | $1K | Buy |
9
+2
| +29% | +$222 | ﹤0.01% | 853 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 864 |
|
|
2022
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 920 |
|