JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42K | Hold |
21
| – | – | ﹤0.01% | 1345 |
|
|
2025
Q1 | $2.34K | Hold |
21
| – | – | ﹤0.01% | 1412 |
|
|
2024
Q4 | $2.22K | Hold |
21
| – | – | ﹤0.01% | 1432 |
|
|
2024
Q3 | $2.09K | Buy |
21
+1
| +5% | +$100 | ﹤0.01% | 1469 |
|
|
2024
Q2 | $1.99K | Hold |
20
| – | – | ﹤0.01% | 1434 |
|
|
2024
Q1 | $1.98K | Hold |
20
| – | – | ﹤0.01% | 1446 |
|
|
2023
Q4 | $1.71K | Sell |
20
-2
| -9% | -$171 | ﹤0.01% | 1497 |
|
|
2023
Q3 | $1.68K | Sell |
22
-4
| -15% | -$305 | ﹤0.01% | 1431 |
|
|
2023
Q2 | $2.35K | Hold |
26
| – | – | ﹤0.01% | 1318 |
|
|
2023
Q1 | $2.15K | Sell |
26
-1
| -4% | -$83 | ﹤0.01% | 1331 |
|
|
2022
Q4 | $2.14K | Buy |
27
+2
| +8% | +$159 | ﹤0.01% | 1347 |
|
|
2022
Q3 | $2K | Buy |
25
+10
| +67% | +$800 | ﹤0.01% | 1302 |
|
|
2022
Q2 | $1K | Sell |
15
-6
| -29% | -$400 | ﹤0.01% | 1501 |
|
|
2022
Q1 | $2K | Buy |
21
+12
| +133% | +$1.14K | ﹤0.01% | 1396 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1317 |
|