Avior Wealth Management’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-738
| Closed | -$35.6K | – | 1337 |
|
|
2024
Q4 | $35.6K | Buy |
738
+58
| +9% | +$2.8K | ﹤0.01% | 1256 |
|
|
2024
Q3 | $27.4K | Buy |
680
+180
| +36% | +$7.26K | ﹤0.01% | 1307 |
|
|
2024
Q2 | $27.2K | Hold |
500
| – | – | ﹤0.01% | 1285 |
|
|
2024
Q1 | $21K | Hold |
500
| – | – | ﹤0.01% | 1587 |
|
|
2023
Q4 | $19.9K | Hold |
500
| – | – | ﹤0.01% | 888 |
|
|
2023
Q3 | $18.5K | Buy |
+500
| New | +$18.5K | ﹤0.01% | 954 |
|