Mark Sheptoff Financial Planning’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$31.3K | – | 439 |
|
|
2024
Q2 | $31.3K | Buy |
+500
| New | +$31.3K | 0.02% | 218 |
|
|
2020
Q2 | – | Sell |
-350
| Closed | -$5K | – | 358 |
|
|
2020
Q1 | $5K | Hold |
350
| – | – | ﹤0.01% | 270 |
|
|
2019
Q4 | $6K | Hold |
350
| – | – | ﹤0.01% | 308 |
|
|
2019
Q3 | $6K | Buy |
+350
| New | +$6K | ﹤0.01% | 295 |
|
|
2016
Q3 | – | Sell |
-2,500
| Closed | -$20K | – | 354 |
|
|
2016
Q2 | $20K | Sell |
2,500
-250
| -9% | -$2K | 0.01% | 203 |
|
|
2016
Q1 | $26K | Buy |
+2,750
| New | +$26K | 0.02% | 189 |
|