SWS
SYSTM Wealth Solutions’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-49,380
| Closed | -$3.09M | – | 196 |
|
|
2024
Q2 | $3.09M | Buy |
49,380
+48,224
| +4,172% | +$3.02M | 0.69% | 49 |
|
|
2024
Q1 | $3.36M | Sell |
1,156
-1
| -0.1% | -$2.91K | 0.42% | 61 |
|
|
2023
Q4 | $2.65M | Buy |
1,157
+40
| +4% | +$91.5K | 0.37% | 76 |
|
|
2023
Q3 | $2.05M | Buy |
1,117
+79
| +8% | +$145K | 0.31% | 86 |
|
|
2023
Q2 | $2.22M | Sell |
1,038
-64
| -6% | -$137K | 0.3% | 87 |
|
|
2023
Q1 | $1.88M | Sell |
1,102
-110
| -9% | -$188K | 0.29% | 86 |
|
|
2022
Q4 | $1.68M | Buy |
+1,212
| New | +$1.68M | 0.21% | 138 |
|