WealthSource Partners’s Chipotle Mexican Grill CMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $242K | Buy |
+5,300
| New | +$242K | 0.02% | 449 |
|
|
2020
Q3 | – | Sell |
-30,800
| Closed | -$648K | – | 361 |
|
|
2020
Q2 | $648K | Sell |
30,800
-5,000
| -14% | -$105K | 0.09% | 155 |
|
|
2020
Q1 | $469K | Buy |
35,800
+10,650
| +42% | +$140K | 0.07% | 181 |
|
|
2019
Q4 | $421K | Buy |
+25,150
| New | +$421K | 0.06% | 256 |
|