Valmark Advisers’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 | $1.74M | Sell |
15,099
-47
| -0.3% | -$5.42K | 0.02% | 246 |
|
|
2025
Q1 | $1.69M | Buy |
15,146
+647
| +4% | +$72.1K | 0.03% | 233 |
|
|
2024
Q4 | $1.53M | Buy |
14,499
+225
| +2% | +$23.8K | 0.02% | 247 |
|
|
2024
Q3 | $1.42M | Sell |
14,274
-104
| -0.7% | -$10.3K | 0.02% | 247 |
|
|
2024
Q2 | $1.43M | Sell |
14,378
-360
| -2% | -$35.7K | 0.02% | 227 |
|
|
2024
Q1 | $1.46M | Buy |
+14,738
| New | +$1.46M | 0.03% | 217 |
|