Carson Wealth (CWM LLC)’s CAMBRIDGE BANCORP CATC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $70K | Buy |
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|
2024
Q1 | $68K | Buy |
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|
2023
Q4 | $69K | Hold |
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|
2023
Q3 | $62K | Sell |
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|
2023
Q2 | $133K | Hold |
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|
2023
Q1 | $159K | Hold |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $218K | Hold |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q2 | $213K | Hold |
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|
2021
Q1 | $213K | Hold |
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|
2020
Q4 | $213K | Hold |
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|
2020
Q3 | $213K | Hold |
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|
2020
Q2 | $213K | Hold |
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|
2020
Q1 | $213K | Hold |
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|
2019
Q4 | $213K | Hold |
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|
2019
Q3 | $213K | Hold |
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|
2019
Q2 | $213K | Hold |
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|
2019
Q1 | $213K | Buy |
|