Financial Perspectives’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 | $3.04K | Hold |
100
| – | – | ﹤0.01% | 602 |
|
|
2025
Q1 | $3.57K | Hold |
100
| – | – | ﹤0.01% | 590 |
|
|
2024
Q4 | $4.82K | Hold |
100
| – | – | ﹤0.01% | 569 |
|
|
2024
Q3 | $4.03K | Hold |
100
| – | – | ﹤0.01% | 541 |
|
|
2024
Q2 | $5.44K | Hold |
100
| – | – | ﹤0.01% | 508 |
|
|
2024
Q1 | $4.19K | Hold |
100
| – | – | ﹤0.01% | 524 |
|
|
2023
Q4 | $3.98K | Hold |
100
| – | – | ﹤0.01% | 544 |
|
|
2023
Q3 | $3.7K | Hold |
100
| – | – | ﹤0.01% | 542 |
|
|
2023
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $4.57K | Hold |
100
| – | – | ﹤0.01% | 518 |
|
|
2022
Q4 | $4.13K | Hold |
100
| – | – | ﹤0.01% | 531 |
|
|
2022
Q3 | $4.12K | Hold |
100
| – | – | ﹤0.01% | 522 |
|
|
2022
Q2 | $4.39K | Hold |
100
| – | – | ﹤0.01% | 530 |
|
|
2022
Q1 | $5.48K | Hold |
100
| – | – | ﹤0.01% | 528 |
|
|
2021
Q4 | $5.01K | Hold |
100
| – | – | ﹤0.01% | 516 |
|
|
2021
Q3 | $4.64K | Hold |
100
| – | – | ﹤0.01% | 524 |
|
|
2021
Q2 | $4.48K | Sell |
100
-4,868
| -98% | -$218K | ﹤0.01% | 555 |
|
|
2021
Q1 | $100K | Buy |
4,968
+4,868
| +4,868% | +$98K | 0.01% | 491 |
|
|
2020
Q4 | $3.93K | Hold |
100
| – | – | ﹤0.01% | 500 |
|
|
2020
Q3 | $2.81K | Hold |
100
| – | – | ﹤0.01% | 470 |
|
|
2020
Q2 | $2.75K | Hold |
100
| – | – | ﹤0.01% | 464 |
|
|
2020
Q1 | $1.83K | Hold |
100
| – | – | ﹤0.01% | 460 |
|
|
2019
Q4 | $5.54K | Buy |
+100
| New | +$5.54K | ﹤0.01% | 384 |
|