Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,181
| Closed | -$101K | – | 563 |
|
|
2023
Q4 | $101K | Hold |
1,181
| – | – | 0.01% | 471 |
|
|
2023
Q3 | $90K | Hold |
1,181
| – | – | 0.01% | 464 |
|
|
2023
Q2 | $107K | Hold |
1,181
| – | – | 0.01% | 436 |
|
|
2023
Q1 | $98K | Hold |
1,181
| – | – | 0.01% | 447 |
|
|
2022
Q4 | $94K | Hold |
1,181
| – | – | 0.01% | 393 |
|
|
2022
Q3 | $90K | Buy |
+1,181
| New | +$90K | 0.01% | 379 |
|