FormulaFolio Investments’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $13K | Hold |
290
| – | – | ﹤0.01% | 221 |
|
|
2021
Q1 | $14K | Sell |
290
-8,543
| -97% | -$412K | ﹤0.01% | 215 |
|
|
2020
Q4 | $347K | Buy |
+8,833
| New | +$347K | 0.01% | 499 |
|
|
2017
Q2 | – | Sell |
-5,506
| Closed | -$373K | – | 224 |
|
|
2017
Q1 | $373K | Buy |
5,506
+57
| +1% | +$3.86K | 0.04% | 136 |
|
|
2016
Q4 | $350K | Buy |
+5,449
| New | +$350K | 0.05% | 127 |
|