Global Retirement Partners’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 | $385K | Buy |
+3,340
| New | +$385K | 0.01% | 825 |
|
|
2024
Q4 | $297K | Buy |
2,810
+832
| +42% | +$88K | 0.01% | 803 |
|
|
2024
Q3 | $197K | Buy |
1,978
+1,077
| +120% | +$107K | 0.01% | 919 |
|
|
2024
Q2 | $89.4K | Buy |
901
+894
| +12,771% | +$88.7K | ﹤0.01% | 1257 |
|
|
2024
Q1 | $692 | Hold |
7
| – | – | ﹤0.01% | 3055 |
|
|
2023
Q4 | $585 | Buy |
+7
| New | +$585 | ﹤0.01% | 3042 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$362 | – | 3265 |
|
|
2023
Q2 | $362 | Hold |
4
| – | – | ﹤0.01% | 3013 |
|
|
2023
Q1 | $358 | Buy |
+4
| New | +$358 | ﹤0.01% | 2991 |
|