CWA
Clarus Wealth Advisors’s Cedar Fair FUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,496
| Closed | -$182K | – | 685 |
|
|
2018
Q3 | $182K | Buy |
3,496
+31
| +0.9% | +$1.61K | 0.12% | 144 |
|
|
2018
Q2 | $221K | Hold |
3,465
| – | – | 0.17% | 96 |
|
|
2018
Q1 | $221K | Buy |
3,465
+183
| +6% | +$11.7K | 0.2% | 96 |
|
|
2017
Q4 | $213K | Buy |
+3,282
| New | +$213K | 0.21% | 98 |
|