Creative Planning’s CAMBRIDGE BANCORP CATC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,198
| Closed | -$497K | – | 3280 |
|
|
2024
Q2 | $497K | Buy |
7,198
+316
| +5% | +$21.8K | ﹤0.01% | 1942 |
|
|
2024
Q1 | $469K | Buy |
6,882
+263
| +4% | +$17.9K | ﹤0.01% | 1894 |
|
|
2023
Q4 | $459K | Buy |
6,619
+3,014
| +84% | +$209K | ﹤0.01% | 1766 |
|
|
2023
Q3 | $225K | Buy |
+3,605
| New | +$225K | ﹤0.01% | 2149 |
|