Fortis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,711
| Closed | -$184K | – | 204 |
|
|
2020
Q1 | $184K | Buy |
4,711
+165
| +4% | +$6.44K | 0.12% | 83 |
|
|
2019
Q4 | $209K | Hold |
4,546
| – | – | 0.13% | 112 |
|
|
2019
Q3 | $195K | Hold |
4,546
| – | – | 0.09% | 130 |
|
|
2019
Q2 | $180K | Buy |
+4,546
| New | +$180K | 0.09% | 124 |
|
|
2019
Q1 | – | Sell |
-5,252
| Closed | -$150K | – | 319 |
|
|
2018
Q4 | $150K | Buy |
+5,252
| New | +$150K | 0.09% | 135 |
|