Baldwin Wealth Partners’s CAMBRIDGE BANCORP CATC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,811
| Closed | -$470K | – | 1182 |
|
|
2024
Q2 | $470K | Hold |
6,811
| – | – | 0.04% | 150 |
|
|
2024
Q1 | $464K | Hold |
6,811
| – | – | 0.04% | 156 |
|
|
2023
Q4 | $473K | Hold |
6,811
| – | – | 0.04% | 153 |
|
|
2023
Q3 | $424K | Hold |
6,811
| – | – | 0.04% | 165 |
|
|
2023
Q2 | $370K | Hold |
6,811
| – | – | 0.03% | 189 |
|
|
2023
Q1 | $441K | Hold |
6,811
| – | – | 0.04% | 170 |
|
|
2022
Q4 | $566K | Buy |
+6,811
| New | +$566K | 0.05% | 146 |
|