BFM
CATC
Boston Financial Management’s CAMBRIDGE BANCORP CATC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-7,972
| Closed | -$550K | – | 337 |
|
2024
Q2 | $550K | Hold |
7,972
| – | – | 0.02% | 229 |
|
2024
Q1 | $543K | Buy |
+7,972
| New | +$543K | 0.02% | 239 |
|
2023
Q1 | – | Sell |
-2,812
| Closed | -$234K | – | 329 |
|
2022
Q4 | $234K | Hold |
2,812
| – | – | 0.01% | 290 |
|
2022
Q3 | $224K | Hold |
2,812
| – | – | 0.01% | 284 |
|
2022
Q2 | $233K | Hold |
2,812
| – | – | 0.01% | 269 |
|
2022
Q1 | $239K | Buy |
2,812
+535
| +23% | +$45.5K | 0.01% | 264 |
|
2021
Q4 | $213K | Hold |
2,277
| – | – | 0.01% | 252 |
|
2021
Q3 | $200K | Buy |
+2,277
| New | +$200K | 0.01% | 254 |
|
2020
Q3 | – | Sell |
-2,320
| Closed | -$137K | – | 276 |
|
2020
Q2 | $137K | Buy |
+2,320
| New | +$137K | 0.01% | 261 |
|