OBWP
CATC
O'Brien Wealth Partners’s CAMBRIDGE BANCORP CATC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,289
| Closed | -$206K | – | 57 |
|
|
2021
Q4 | $206K | Buy |
+2,289
| New | +$206K | 0.07% | 39 |
|
|
2020
Q1 | – | Sell |
-3,204
| Closed | -$244K | – | 47 |
|
|
2019
Q4 | $244K | Hold |
3,204
| – | – | 0.17% | 37 |
|
|
2019
Q3 | $240K | Hold |
3,204
| – | – | 0.19% | 33 |
|
|
2019
Q2 | $261K | Hold |
3,204
| – | – | 0.19% | 30 |
|
|
2019
Q1 | $265K | Hold |
3,204
| – | – | 0.19% | 31 |
|
|
2018
Q4 | $241K | Hold |
3,204
| – | – | 0.17% | 33 |
|
|
2018
Q3 | $288K | Buy |
+3,204
| New | +$288K | 0.19% | 28 |
|
|
2018
Q2 | – | Sell |
-3,204
| Closed | -$280K | – | 183 |
|
|
2018
Q1 | $280K | Hold |
3,204
| – | – | 0.19% | 25 |
|
|
2017
Q4 | $258K | Buy |
+3,204
| New | +$258K | 0.16% | 28 |
|