PWAG
Polaris Wealth Advisory Group’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,281
| Closed | -$9.75M | – | 180 |
|
|
2021
Q3 | $9.75M | Sell |
5,281
-244
| -4% | -$451K | 0.58% | 56 |
|
|
2021
Q2 | $8.5M | Buy |
+5,525
| New | +$8.5M | 0.5% | 65 |
|
|
2020
Q4 | – | Sell |
-221
| Closed | -$277K | – | 181 |
|
|
2020
Q3 | $277K | Buy |
+221
| New | +$277K | 0.03% | 138 |
|
|
2014
Q1 | – | Sell |
-50
| Closed | -$27K | – | 173 |
|
|
2013
Q4 | $27K | Buy |
+50
| New | +$27K | 0.01% | 114 |
|