Private Wealth Advisors (Pennsylvania)’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $306K | Hold |
11,050
| – | – | 0.17% | 92 |
|
2020
Q3 | $275K | Hold |
11,050
| – | – | 0.18% | 84 |
|
2020
Q2 | $233K | Buy |
+11,050
| New | +$233K | 0.16% | 91 |
|
2019
Q4 | – | Sell |
-12,750
| Closed | -$214K | – | 130 |
|
2019
Q3 | $214K | Buy |
+12,750
| New | +$214K | 0.11% | 128 |
|
2017
Q3 | – | Sell |
-26,850
| Closed | -$223K | – | 125 |
|
2017
Q2 | $223K | Hold |
26,850
| – | – | 0.1% | 120 |
|
2017
Q1 | $239K | Buy |
+26,850
| New | +$239K | 0.11% | 110 |
|