Laurel Wealth Advisors (California)’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-13,150
| Closed | -$99K | – | 279 |
|
2016
Q4 | $99K | Buy |
13,150
+2,950
| +29% | +$22.2K | 0.04% | 241 |
|
2016
Q3 | $86K | Sell |
10,200
-500
| -5% | -$4.22K | 0.04% | 245 |
|
2016
Q2 | $86K | Buy |
+10,700
| New | +$86K | 0.04% | 244 |
|
2016
Q1 | – | Hold |
0
| – | – | – | 276 |
|
2015
Q4 | – | Hold |
0
| – | – | – | 265 |
|