Evoke Wealth’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
10,139
-1,396
| -12% | -$42.5K | 0.01% | 440 |
|
|
2025
Q1 | $411K | Buy |
11,535
+36
| +0.3% | +$1.28K | 0.01% | 301 |
|
|
2024
Q4 | $554K | Sell |
11,499
-43
| -0.4% | -$2.07K | 0.02% | 249 |
|
|
2024
Q3 | $465K | Buy |
+11,542
| New | +$465K | 0.01% | 264 |
|
|
2024
Q2 | – | Sell |
-12,000
| Closed | -$503K | – | 203 |
|
|
2024
Q1 | $503K | Buy |
12,000
+1,000
| +9% | +$41.9K | 0.01% | 245 |
|
|
2023
Q4 | $438K | Hold |
11,000
| – | – | 0.71% | 34 |
|
|
2023
Q3 | $407K | Hold |
11,000
| – | – | 0.01% | 254 |
|
|
2023
Q2 | $440K | Buy |
+11,000
| New | +$440K | 0.02% | 235 |
|