LWM
LBA Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-10
| Closed | -$4K | – | 456 |
|
2016
Q2 | $4K | Sell |
10
-12
| -55% | -$4.8K | ﹤0.01% | 370 |
|
2016
Q1 | $10K | Hold |
22
| – | – | 0.01% | 302 |
|
2015
Q4 | $11K | Buy |
22
+12
| +120% | +$6K | 0.01% | 282 |
|
2015
Q3 | $7K | Hold |
10
| – | – | ﹤0.01% | 270 |
|
2015
Q2 | $6K | Hold |
10
| – | – | ﹤0.01% | 265 |
|
2015
Q1 | $7K | Buy |
+10
| New | +$7K | ﹤0.01% | 249 |
|