TCI Wealth Advisors’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 |
-190
| Closed | -$15.7K | – | 697 |
|
|
2023
Q1 | $15.7K | Hold |
190
| – | – | ﹤0.01% | 833 |
|
|
2022
Q4 | $15.1K | Hold |
190
| – | – | ﹤0.01% | 832 |
|
|
2022
Q3 | $15K | Buy |
190
+3
| +2% | +$237 | ﹤0.01% | 792 |
|
|
2022
Q2 | $14K | Buy |
187
+105
| +128% | +$7.86K | ﹤0.01% | 800 |
|
|
2022
Q1 | $7K | Sell |
82
-5
| -6% | -$427 | ﹤0.01% | 1307 |
|
|
2021
Q4 | $7K | Buy |
87
+5
| +6% | +$402 | ﹤0.01% | 1411 |
|
|
2021
Q3 | $6K | Buy |
82
+22
| +37% | +$1.61K | ﹤0.01% | 1423 |
|
|
2021
Q2 | $4K | Buy |
60
+12
| +25% | +$800 | ﹤0.01% | 1534 |
|
|
2021
Q1 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 1490 |
|