Kelly Financial Services’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 Q1	–	Sell	-354	Closed	-$30.3K	–	807
2023 Q4	$30.3K	Sell	354 -225	-39%	-$18.1K	0.01%	261
2023 Q3	$44.2K	Sell	579 -56	-9%	-$4.59K	0.02%	197
2023 Q2	$57.4K	Sell	635 -48	-7%	-$4.28K	0.03%	172
2023 Q1	$56.5K	Sell	683 -65	-9%	-$5.14K	0.03%	171
2022 Q4	$59.3K	Buy	748 +183	+32%	+$14.7K	0.03%	155
2022 Q3	$43.2K	Sell	565 -147	-21%	-$11.8K	0.03%	170
2022 Q2	$51.7K	Sell	712 -76	-10%	-$5.79K	0.03%	157
2022 Q1	$69.1K	Sell	788 -264	-25%	-$21K	0.03%	146
2021 Q4	$89.9K	Buy	1,052 +453	+76%	+$38K	0.04%	133
2021 Q3	$45.5K	Sell	599 -29,784	-98%	-$2.1M	0.03%	169
2021 Q2	$479K	Buy	+30,383	New	+$2.02M	0.02%	190