YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,400
| Closed | -$108K | – | 257 |
|
|
2019
Q2 | $108K | Sell |
7,400
-250
| -3% | -$3.65K | 0.05% | 271 |
|
|
2019
Q1 | $109K | Sell |
7,650
-550
| -7% | -$7.84K | 0.05% | 260 |
|
|
2018
Q4 | $71K | Buy |
8,200
+200
| +3% | +$1.73K | 0.04% | 292 |
|
|
2018
Q3 | $72K | Sell |
8,000
-450
| -5% | -$4.05K | 0.03% | 319 |
|
|
2018
Q2 | $73K | Sell |
8,450
-1,250
| -13% | -$10.8K | 0.03% | 325 |
|
|
2018
Q1 | $63K | Hold |
9,700
| – | – | 0.03% | 348 |
|
|
2017
Q4 | $58K | Sell |
9,700
-8,700
| -47% | -$52K | 0.03% | 360 |
|
|
2017
Q3 | $113K | Sell |
18,400
-23,450
| -56% | -$144K | 0.06% | 247 |
|
|
2017
Q2 | $349K | Sell |
41,850
-150
| -0.4% | -$1.25K | 0.19% | 116 |
|
|
2017
Q1 | $409K | Sell |
42,000
-16,450
| -28% | -$160K | 0.21% | 99 |
|
|
2016
Q4 | $480K | Buy |
+58,450
| New | +$480K | 0.28% | 86 |
|