BWA
BDO Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $17.1K | Buy |
8
+5
| +167% | +$10.7K | ﹤0.01% | 601 |
|
|
2023
Q1 | $5.13K | Hold |
3
| – | – | ﹤0.01% | 795 |
|
|
2022
Q4 | $4.16K | Hold |
3
| – | – | ﹤0.01% | 787 |
|
|
2022
Q3 | $5K | Hold |
3
| – | – | ﹤0.01% | 805 |
|
|
2022
Q2 | $4K | Sell |
3
-30
| -91% | -$40K | ﹤0.01% | 801 |
|
|
2022
Q1 | $52K | Buy |
33
+8
| +32% | +$12.6K | 0.01% | 424 |
|
|
2021
Q4 | $44K | Hold |
25
| – | – | ﹤0.01% | 464 |
|
|
2021
Q3 | $45K | Buy |
25
+3
| +14% | +$5.4K | 0.01% | 459 |
|
|
2021
Q2 | $34K | Hold |
22
| – | – | ﹤0.01% | 525 |
|
|
2021
Q1 | $31K | Buy |
22
+6
| +38% | +$8.46K | ﹤0.01% | 526 |
|
|
2020
Q4 | $22K | Buy |
16
+13
| +433% | +$17.9K | ﹤0.01% | 452 |
|
|
2020
Q3 | $4K | Sell |
3
-8
| -73% | -$10.7K | ﹤0.01% | 577 |
|
|
2020
Q2 | $12K | Hold |
11
| – | – | ﹤0.01% | 478 |
|
|
2020
Q1 | $7K | Buy |
+11
| New | +$7K | ﹤0.01% | 573 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$11K | – | 560 |
|
|
2018
Q3 | $11K | Hold |
25
| – | – | ﹤0.01% | 446 |
|
|
2018
Q2 | $11K | Hold |
25
| – | – | ﹤0.01% | 447 |
|
|
2018
Q1 | $8K | Buy |
+25
| New | +$8K | ﹤0.01% | 413 |
|
|
2017
Q3 | – | Sell |
-25
| Closed | -$10K | – | 457 |
|
|
2017
Q2 | $10K | Buy |
+25
| New | +$10K | ﹤0.01% | 370 |
|