Heritage Wealth 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
2023 Q3	–	Sell	-326	Closed	-$29.5K	–	536
2023 Q2	$29.5K	Hold	326	–	–	﹤0.01%	372
2023 Q1	$26.9K	Sell	326 -402	-55%	-$33.2K	﹤0.01%	380
2022 Q4	$57.7K	Buy	+728	New	+$57.7K	﹤0.01%	308