Icon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,650
| Closed | -$199K | – | 399 |
|
|
2023
Q2 | $199K | Buy |
+4,650
| New | +$199K | 0.02% | 312 |
|
|
2019
Q2 | – | Sell |
-500
| Closed | -$7K | – | 281 |
|
|
2019
Q1 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 714 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$4K | – | 359 |
|
|
2018
Q2 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 771 |
|
|
2018
Q1 | – | Sell |
-150
| Closed | -$1K | – | 349 |
|
|
2017
Q4 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 850 |
|