Keebeck Wealth Management’s Casella Waste Systems CWST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22,417
| Closed | -$2.22M | – | 264 |
|
|
2024
Q1 | $2.22M | Buy |
22,417
+846
| +4% | +$83.6K | 0.33% | 82 |
|
|
2023
Q4 | $1.84M | Buy |
21,571
+4,451
| +26% | +$380K | 0.3% | 89 |
|
|
2023
Q3 | $1.31M | Buy |
17,120
+1,717
| +11% | +$131K | 0.23% | 103 |
|
|
2023
Q2 | $1.39M | Buy |
15,403
+6,442
| +72% | +$583K | 0.19% | 103 |
|
|
2023
Q1 | $741K | Buy |
8,961
+5,077
| +131% | +$420K | 0.12% | 132 |
|
|
2022
Q4 | $308K | Buy |
+3,884
| New | +$308K | 0.05% | 193 |
|