Badgley, Phelps & Bell’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,213
| Closed | -$209K | – | 192 |
|
|
2017
Q4 | $209K | Hold |
3,213
| – | – | 0.01% | 188 |
|
|
2017
Q3 | $206K | Hold |
3,213
| – | – | 0.02% | 151 |
|
|
2017
Q2 | $232K | Sell |
3,213
-225
| -7% | -$16.2K | 0.02% | 146 |
|
|
2017
Q1 | $233K | Sell |
3,438
-750
| -18% | -$50.8K | 0.02% | 141 |
|
|
2016
Q4 | $269K | Buy |
+4,188
| New | +$269K | 0.02% | 138 |
|