J.P. Morgan Private Wealth Advisors’s Casella Waste Systems CWST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $770K | Buy |
10,094
+1,130
| +13% | +$86.2K | ﹤0.01% | 1075 |
|
|
2023
Q2 | $811K | Buy |
+8,964
| New | +$811K | ﹤0.01% | 839 |
|
|
2023
Q1 | – | Sell |
-12,750
| Closed | -$1.01M | – | 1953 |
|
|
2022
Q4 | $1.01M | Buy |
12,750
+835
| +7% | +$66.2K | ﹤0.01% | 1141 |
|
|
2022
Q3 | $910K | Sell |
11,915
-36
| -0.3% | -$2.75K | ﹤0.01% | 1185 |
|
|
2022
Q2 | $869K | Buy |
11,951
+131
| +1% | +$9.53K | ﹤0.01% | 1209 |
|
|
2022
Q1 | $1.04M | Buy |
11,820
+4,636
| +65% | +$406K | ﹤0.01% | 1207 |
|
|
2021
Q4 | $614K | Buy |
+7,184
| New | +$614K | ﹤0.01% | 1467 |
|