CWM
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Compass Wealth Management’s Cedar Fair FUN Stock Holding History

Compass Wealth Management’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-95
Closed -$3.8K – 400
2023
Q2 		$3.8K Hold
95
– – ﹤0.01% 382
2023
Q1 		$4.34K Hold
95
– – ﹤0.01% 390
2022
Q4 		$3.93K Buy
+95
New +$3.93K ﹤0.01% 389