SVB Wealth’s Casella Waste Systems CWST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,206	Closed	-$265K	–	941
2023 Q1	$265K	Sell	3,206 -54	-2%	-$4.46K	﹤0.01%	771
2022 Q4	$259K	Sell	3,260 -1,357	-29%	-$108K	﹤0.01%	801
2022 Q3	$353K	Buy	+4,617	New	+$353K	0.01%	631