IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$669 | – | 2622 |
|
|
2025
Q1 | – | Hold |
0
| – | -$635 | – | 3406 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3363 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$4K | – | 3804 |
|
|
2017
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 3449 |
|
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 3559 |
|
|
2017
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3468 |
|