Lloyd Advisory Services’s Casella Waste Systems CWST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,864
Closed -$163K 176
2022
Q1
$163K Sell
1,864
-178
-9% -$15.6K 0.08% 113
2021
Q4
$174K Buy
2,042
+377
+23% +$32.1K 0.08% 101
2021
Q3
$126K Buy
1,665
+679
+69% +$51.4K 0.06% 112
2021
Q2
$63K Buy
+986
New +$63K 0.03% 135