WealthPLAN Partners’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 |
-16,730
| Closed | -$1.05M | – | 263 |
|
|
2024
Q2 | $1.05M | Buy |
+16,730
| New | +$1.05M | 0.11% | 144 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$4.28K | – | 451 |
|
|
2023
Q2 | $4.28K | Hold |
100
| – | – | ﹤0.01% | 944 |
|
|
2023
Q1 | $3.42K | Buy |
+100
| New | +$3.42K | ﹤0.01% | 1048 |
|
|
2017
Q2 | – | Sell |
-250
| Closed | -$2.26K | – | 223 |
|
|
2017
Q1 | $2.26K | Buy |
+250
| New | +$2.26K | 0.01% | 403 |
|
|
2016
Q3 | $14.5K | Sell |
1,700
-2,950
| -63% | -$25.2K | ﹤0.01% | 543 |
|
|
2016
Q2 | $23.8K | Buy |
+4,650
| New | +$23.8K | ﹤0.01% | 1313 |
|