FAM
Fulcrum Asset Management’s Casella Waste Systems CWST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
+2,516
| New | +$243K | 0.19% | 85 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 63 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 28 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 22 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 22 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 22 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 168 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 128 |
|
|
2020
Q3 | – | Sell |
-11,141
| Closed | -$613K | – | 139 |
|
|
2020
Q2 | $613K | Buy |
+11,141
| New | +$613K | 0.21% | 130 |
|