WR Wealth Planners’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
Q4 | $37.4K | Buy |
620
+57
| +10% | +$3.44K | 0.01% | 351 |
|
|
2024
Q3 | $32.4K | Buy |
563
+395
| +235% | +$22.8K | 0.01% | 406 |
|
|
2024
Q2 | $10.5K | Sell |
168
-82
| -33% | -$5.14K | ﹤0.01% | 579 |
|
|
2024
Q1 | $14.5K | Buy |
+250
| New | +$14.5K | ﹤0.01% | 514 |
|
|
2023
Q4 | – | Sell |
-400
| Closed | -$14.7K | – | 302 |
|
|
2023
Q3 | $14.7K | Hold |
400
| – | – | 0.01% | 477 |
|
|
2023
Q2 | $17.1K | Buy |
400
+150
| +60% | +$6.42K | 0.01% | 459 |
|
|
2023
Q1 | $8.54K | Hold |
250
| – | – | ﹤0.01% | 591 |
|
|
2022
Q4 | $6.94K | Hold |
250
| – | – | ﹤0.01% | 304 |
|
|
2022
Q3 | $7.51K | Hold |
250
| – | – | 0.01% | 283 |
|
|
2022
Q2 | $6.54K | Hold |
250
| – | – | ﹤0.01% | 320 |
|
|
2022
Q1 | $7.91K | Buy |
+250
| New | +$7.91K | ﹤0.01% | 322 |
|