Institutional & Family Asset Management’s Casella Waste Systems CWST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$695	Hold	7	–	–	﹤0.01%	677
2024 Q1	$692	Hold	7	–	–	﹤0.01%	672
2023 Q4	$598	Hold	7	–	–	﹤0.01%	660
2023 Q3	$534	Hold	7	–	–	﹤0.01%	662
2023 Q2	$633	Hold	7	–	–	﹤0.01%	664
2023 Q1	$579	Hold	7	–	–	﹤0.01%	663
2022 Q4	$555	Hold	7	–	–	﹤0.01%	652
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	622
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	641
2022 Q1	$1K	Sell	7 -1	-13%	-$80	﹤0.01%	685
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	708
2021 Q3	$1K	Sell	8 -5	-38%	-$352	﹤0.01%	827
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	879
2021 Q1	$1K	Sell	13 -7	-35%	-$423	﹤0.01%	851
2020 Q4	$1K	Buy	+20	New	+$1.19K	﹤0.01%	827