Avantax Planning Partners’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,100
| Closed | -$320K | – | 446 |
|
|
2024
Q2 | $320K | Hold |
5,100
| – | – | 0.01% | 351 |
|
|
2024
Q1 | $296K | Sell |
5,100
-550
| -10% | -$32K | 0.01% | 363 |
|
|
2023
Q4 | $258K | Buy |
+5,650
| New | +$258K | 0.01% | 316 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$9K | – | 444 |
|
|
2018
Q3 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 902 |
|
|
2018
Q2 | – | Sell |
-1,350
| Closed | -$9K | – | 459 |
|
|
2018
Q1 | $9K | Buy |
+1,350
| New | +$9K | ﹤0.01% | 1087 |
|