Alta Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-22,450
| Closed | -$623K | – | 141 |
|
|
2022
Q4 | $623K | Sell |
22,450
-250
| -1% | -$6.94K | 0.42% | 79 |
|
|
2022
Q3 | $682K | Buy |
22,700
+9,700
| +75% | +$291K | 0.49% | 59 |
|
|
2022
Q2 | $341K | Buy |
13,000
+200
| +2% | +$5.25K | 0.24% | 111 |
|
|
2022
Q1 | $405K | Buy |
12,800
+100
| +0.8% | +$3.16K | 0.24% | 114 |
|
|
2021
Q4 | $444K | Hold |
12,700
| – | – | 0.27% | 108 |
|
|
2021
Q3 | $462K | Hold |
12,700
| – | – | 0.34% | 103 |
|
|
2021
Q2 | $394K | Buy |
+12,700
| New | +$394K | 0.29% | 107 |
|