Financial Architects (New Jersey)’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-59
| Closed | -$3K | – | 1317 |
|
|
2018
Q4 | $3K | Buy |
59
+1
| +2% | +$51 | ﹤0.01% | 1074 |
|
|
2018
Q3 | $3K | Buy |
58
+1
| +2% | +$52 | ﹤0.01% | 1144 |
|
|
2018
Q2 | $4K | Buy |
57
+1
| +2% | +$70 | ﹤0.01% | 1141 |
|
|
2018
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 1121 |
|
|
2017
Q4 | $4K | Buy |
56
+1
| +2% | +$71 | ﹤0.01% | 1194 |
|
|
2017
Q3 | $4K | Buy |
55
+1
| +2% | +$73 | ﹤0.01% | 1209 |
|
|
2017
Q2 | $4K | Buy |
54
+1
| +2% | +$74 | ﹤0.01% | 1216 |
|
|
2017
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 1223 |
|
|
2016
Q4 | $3K | Buy |
53
+1
| +2% | +$57 | ﹤0.01% | 1213 |
|
|
2016
Q3 | $3K | Buy |
52
+1
| +2% | +$58 | ﹤0.01% | 1211 |
|
|
2016
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 1180 |
|
|
2016
Q1 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 947 |
|