PMFA
CATC
Plante Moran Financial Advisors’s CAMBRIDGE BANCORP CATC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,165
| Closed | -$218K | – | 957 |
|
|
2024
Q2 | $218K | Hold |
3,165
| – | – | 0.02% | 165 |
|
|
2024
Q1 | $216K | Hold |
3,165
| – | – | 0.02% | 165 |
|
|
2023
Q4 | $220K | Sell |
3,165
-715
| -18% | -$49.6K | 0.02% | 157 |
|
|
2023
Q3 | $242K | Hold |
3,880
| – | – | 0.03% | 131 |
|
|
2023
Q2 | $211K | Buy |
+3,880
| New | +$211K | 0.02% | 144 |
|