Kingsview Wealth Management’s CAMBRIDGE BANCORP CATC Stock Holding History

Kingsview Wealth Management’s Portfolio CATC Stock Details CATC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	+$13.2K	0.01%	943
2023 Q4	$205K	Buy	+2,951	New	+$180K	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	+$409K	0.02%	581

Kingsview Wealth Management's CATC Position: Q3 2024 in Review

Kingsview Wealth Management sold out of CAMBRIDGE BANCORP (CATC) in Q3 2024, closing a stake of 3,150 shares — an estimated $217K sold.

Kingsview Wealth Management first reported a position in CATC in Q4 2022 and held it in 6 quarters. The position peaked at $397K in Q4 2022. 0 funds tracked by Wall St. Rank hold CATC as of Q3 2024.

Kingsview Wealth Management reported no remaining CAMBRIDGE BANCORP position as of Q3 2024 after selling out during the quarter.
Kingsview Wealth Management sold 3,150 CAMBRIDGE BANCORP shares in Q3 2024, an estimated $217K.
Kingsview Wealth Management first reported a position in CAMBRIDGE BANCORP in Q4 2022 and held it in 6 quarters.
Kingsview Wealth Management's CAMBRIDGE BANCORP position peaked at $397K in Q4 2022.
0 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.