Heritage Wealth Management (Arizona)’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $27.8K | Buy |
1,000
+500
| +100% | +$13.9K | ﹤0.01% | 600 |
|
|
2022
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 586 |
|
|
2022
Q2 | $13.1K | Hold |
500
| – | – | ﹤0.01% | 627 |
|
|
2022
Q1 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 630 |
|
|
2021
Q3 | $18K | Hold |
500
| – | – | 0.01% | 565 |
|
|
2021
Q2 | $16K | Hold |
500
| – | – | 0.01% | 590 |
|
|
2021
Q1 | $14K | Buy |
+500
| New | +$14K | 0.01% | 530 |
|