IWC
CATC
Integrated Wealth Concepts’s CAMBRIDGE BANCORP CATC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,639
| Closed | -$219K | – | 1393 |
|
|
2022
Q4 | $219K | Hold |
2,639
| – | – | 0.01% | 918 |
|
|
2022
Q3 | $210K | Sell |
2,639
-500
| -16% | -$39.8K | 0.01% | 849 |
|
|
2022
Q2 | $260K | Sell |
3,139
-500
| -14% | -$41.4K | 0.01% | 800 |
|
|
2022
Q1 | $309K | Hold |
3,639
| – | – | 0.01% | 731 |
|
|
2021
Q4 | $341K | Sell |
3,639
-1,005
| -22% | -$94.2K | 0.01% | 724 |
|
|
2021
Q3 | $409K | Buy |
+4,644
| New | +$409K | 0.01% | 622 |
|