EverSource Wealth Advisors’s Cedar Fair FUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Buy |
333
+189
| +131% | +$5.75K | ﹤0.01% | 2788 |
|
|
2025
Q1 | $5.14K | Buy |
144
+124
| +620% | +$4.42K | ﹤0.01% | 2479 |
|
|
2024
Q4 | $964 | Sell |
20
-44
| -69% | -$2.12K | ﹤0.01% | 2979 |
|
|
2024
Q3 | $2.58K | Sell |
64
-1
| -2% | -$40 | ﹤0.01% | 2456 |
|
|
2024
Q2 | $3.1K | Buy |
65
+45
| +225% | +$2.14K | ﹤0.01% | 2399 |
|
|
2024
Q1 | $773 | Buy |
+20
| New | +$773 | ﹤0.01% | 2640 |
|