BWA
Burt Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-4
| Closed | -$6K | – | 139 |
|
2020
Q4 | $6K | Hold |
4
| – | – | ﹤0.01% | 302 |
|
2020
Q3 | $5K | Buy |
+4
| New | +$5K | ﹤0.01% | 309 |
|
2018
Q4 | – | Sell |
-7
| Closed | -$3K | – | 357 |
|
2018
Q3 | $3K | Hold |
7
| – | – | ﹤0.01% | 339 |
|
2018
Q2 | $3K | Hold |
7
| – | – | ﹤0.01% | 328 |
|
2018
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 344 |
|
2017
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 338 |
|
2017
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 322 |
|
2017
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 367 |
|
2017
Q1 | $3K | Hold |
7
| – | – | ﹤0.01% | 312 |
|
2016
Q4 | $3K | Hold |
7
| – | – | ﹤0.01% | 341 |
|
2016
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 352 |
|
2016
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 360 |
|
2016
Q1 | $15K | Hold |
7
| – | – | 0.01% | 281 |
|
2015
Q4 | $3K | Hold |
7
| – | – | ﹤0.01% | 427 |
|
2015
Q3 | $5K | Hold |
7
| – | – | 0.01% | 304 |
|
2015
Q2 | $4K | Hold |
7
| – | – | ﹤0.01% | 322 |
|
2015
Q1 | $5K | Hold |
7
| – | – | 0.01% | 288 |
|
2014
Q4 | $5K | Buy |
+7
| New | +$5K | 0.01% | 274 |
|