Mascoma 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 |
-2,000
| Closed | -$138K | – | 508 |
|
|
2024
Q2 | $138K | Hold |
2,000
| – | – | 0.04% | 113 |
|
|
2024
Q1 | $136K | Hold |
2,000
| – | – | 0.04% | 116 |
|
|
2023
Q4 | $139K | Hold |
2,000
| – | – | 0.04% | 117 |
|
|
2023
Q3 | $125K | Hold |
2,000
| – | – | 0.04% | 123 |
|
|
2023
Q2 | $127K | Hold |
2,000
| – | – | 0.04% | 124 |
|
|
2023
Q1 | $103K | Sell |
2,000
-375
| -16% | -$19.4K | 0.03% | 161 |
|
|
2022
Q4 | $197K | Hold |
2,375
| – | – | 0.06% | 115 |
|
|
2022
Q3 | $189K | Hold |
2,375
| – | – | 0.07% | 117 |
|
|
2022
Q2 | $196K | Hold |
2,375
| – | – | 0.07% | 112 |
|
|
2022
Q1 | $202K | Hold |
2,375
| – | – | 0.06% | 121 |
|
|
2021
Q4 | $222K | Buy |
2,375
+375
| +19% | +$35.1K | 0.08% | 102 |
|
|
2021
Q3 | $176K | Buy |
+2,000
| New | +$176K | 0.07% | 111 |
|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$169K | – | 451 |
|
|
2021
Q1 | $169K | Buy |
+2,000
| New | +$169K | 0.07% | 113 |
|