SkyOak Wealth’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $310K | Sell |
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|
2020
Q1 | $675K | Buy |
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|
2019
Q4 | $235K | Buy |
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