Lisanti Small Cap Growth Fund CWST Holdings History
Lisanti Small Cap Growth Fund's Casella Waste Systems Inc Holding Summary
As of 2025-03-31, FORUM FUNDS held 3,135.00 shares of Casella Waste Systems Inc(CWST), totaling $349,580.00. This investment constitutes 1.95% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Casella Waste Systems Inc(CWST) stock.
The initial trade took place in 2020Q1. And since then Lisanti Small Cap Growth Fund has made 3 purchases of CWST, at an average price of $64.49, for a total of 39,230.00 shares. In addition, there have been 7 sales at an average price of $66.56 for 36,095.00 shares. Based on historical transaction data and CWST's current price of $110.59, Lisanti Small Cap Growth Fund's estimated gain on his CWST holdings is $219,270.60, reflecting a 8.67% gain to date.
Lisanti Small Cap Growth Fund CWST ($110.59) Holding Chart
Lisanti Small Cap Growth Fund CWST ($110.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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