Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4K | Hold |
168
| – | – | ﹤0.01% | 1526 |
|
|
2025
Q1 | $18.7K | Sell |
168
-73
| -30% | -$8.14K | ﹤0.01% | 1632 |
|
|
2024
Q4 | $25.5K | Hold |
241
| – | – | ﹤0.01% | 1537 |
|
|
2024
Q3 | $24K | Hold |
241
| – | – | ﹤0.01% | 1384 |
|
|
2024
Q2 | $23.9K | Hold |
241
| – | – | ﹤0.01% | 1379 |
|
|
2024
Q1 | $23.8K | Hold |
241
| – | – | ﹤0.01% | 1453 |
|
|
2023
Q4 | $20.4K | Hold |
241
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q3 | $18.4K | Hold |
241
| – | – | ﹤0.01% | 1539 |
|
|
2023
Q2 | $21.8K | Hold |
241
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q1 | $19.9K | Hold |
241
| – | – | ﹤0.01% | 1619 |
|
|
2022
Q4 | $19K | Hold |
241
| – | – | ﹤0.01% | 1382 |
|
|
2022
Q3 | $18K | Hold |
241
| – | – | ﹤0.01% | 1366 |
|
|
2022
Q2 | $18K | Sell |
241
-713
| -75% | -$53.3K | ﹤0.01% | 1711 |
|
|
2022
Q1 | $84K | Sell |
954
-152
| -14% | -$13.4K | ﹤0.01% | 1228 |
|
|
2021
Q4 | $94K | Hold |
1,106
| – | – | ﹤0.01% | 1425 |
|
|
2021
Q3 | $84K | Hold |
1,106
| – | – | ﹤0.01% | 1253 |
|
|
2021
Q2 | $70K | Buy |
1,106
+152
| +16% | +$9.62K | ﹤0.01% | 1344 |
|
|
2021
Q1 | $61K | Buy |
+954
| New | +$61K | ﹤0.01% | 1623 |
|