EverSource Wealth Advisors’s Casella Waste Systems CWST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9K | Buy |
285
+200
| +235% | +$23.1K | ﹤0.01% | 1909 |
|
|
2025
Q1 | $9.48K | Buy |
85
+48
| +130% | +$5.35K | ﹤0.01% | 2136 |
|
|
2024
Q4 | $3.92K | Hold |
37
| – | – | ﹤0.01% | 2452 |
|
|
2024
Q3 | $3.68K | Hold |
37
| – | – | ﹤0.01% | 2346 |
|
|
2024
Q2 | $3.83K | Buy |
37
+6
| +19% | +$621 | ﹤0.01% | 2312 |
|
|
2024
Q1 | $2.8K | Hold |
31
| – | – | ﹤0.01% | 2275 |
|
|
2023
Q4 | $2.65K | Buy |
31
+6
| +24% | +$513 | ﹤0.01% | 2094 |
|
|
2023
Q3 | $1.91K | Buy |
25
+13
| +108% | +$992 | ﹤0.01% | 2020 |
|
|
2023
Q2 | $1.09K | Hold |
12
| – | – | ﹤0.01% | 2195 |
|
|
2023
Q1 | $992 | Hold |
12
| – | – | ﹤0.01% | 2116 |
|
|
2022
Q4 | $952 | Hold |
12
| – | – | ﹤0.01% | 2105 |
|
|
2022
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1796 |
|
|
2022
Q2 | – | Sell |
-64
| Closed | -$6K | – | 1752 |
|
|
2022
Q1 | $6K | Hold |
64
| – | – | ﹤0.01% | 1175 |
|
|
2021
Q4 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 1248 |
|