Kingsview Wealth Management’s CAMBRIDGE BANCORP CATC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,150
| Closed | -$217K | – | 1170 |
|
|
2024
Q2 | $217K | Hold |
3,150
| – | – | 0.01% | 959 |
|
|
2024
Q1 | $215K | Buy |
3,150
+199
| +7% | +$13.6K | 0.01% | 943 |
|
|
2023
Q4 | $205K | Buy |
+2,951
| New | +$205K | 0.01% | 899 |
|
|
2023
Q3 | – | Sell |
-4,776
| Closed | -$259K | – | 1022 |
|
|
2023
Q2 | $259K | Hold |
4,776
| – | – | 0.01% | 790 |
|
|
2023
Q1 | $310K | Hold |
4,776
| – | – | 0.01% | 702 |
|
|
2022
Q4 | $397K | Buy |
+4,776
| New | +$397K | 0.02% | 581 |
|