Jones Financial Companies’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 | $102K | Buy |
884
+516
| +140% | +$59.5K | ﹤0.01% | 1936 |
|
|
2025
Q1 | $40.7K | Buy |
368
+50
| +16% | +$5.54K | ﹤0.01% | 2146 |
|
|
2024
Q4 | $33.6K | Buy |
318
+194
| +156% | +$20.5K | ﹤0.01% | 2046 |
|
|
2024
Q3 | $12.2K | Buy |
124
+76
| +158% | +$7.48K | ﹤0.01% | 2150 |
|
|
2024
Q2 | $4.76K | Buy |
+48
| New | +$4.76K | ﹤0.01% | 1944 |
|
|
2021
Q2 | – | Sell |
-417
| Closed | -$27K | – | 658 |
|
|
2021
Q1 | $27K | Buy |
+417
| New | +$27K | ﹤0.01% | 422 |
|