Clearstead Advisors’s Camden National CAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-540
| Closed | -$15.2K | – | 1536 |
|
|
2023
Q3 | $15.2K | Buy |
+540
| New | +$15.2K | ﹤0.01% | 1063 |
|
|
2022
Q3 | – | Sell |
-540
| Closed | -$24K | – | 1258 |
|
|
2022
Q2 | $24K | Hold |
540
| – | – | ﹤0.01% | 753 |
|
|
2022
Q1 | $25K | Hold |
540
| – | – | ﹤0.01% | 812 |
|
|
2021
Q4 | $26K | Hold |
540
| – | – | ﹤0.01% | 757 |
|
|
2021
Q3 | $26K | Hold |
540
| – | – | ﹤0.01% | 724 |
|
|
2021
Q2 | $26K | Hold |
540
| – | – | ﹤0.01% | 659 |
|
|
2021
Q1 | $26K | Hold |
540
| – | – | ﹤0.01% | 629 |
|
|
2020
Q4 | $19K | Buy |
+540
| New | +$19K | ﹤0.01% | 638 |
|