Genovese Burford & Brothers Wealth & Retirement Plan Management’s Cedar Fair FUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$749K Sell
2020
Q3
$870K Sell
2020
Q2
$908K Buy
2020
Q1
$587K Buy
2019
Q4
$665K Hold
2019
Q3
$700K Hold
2019
Q2
$572K Hold
2019
Q1
$631K Buy
2018
Q4
$473K Hold
2018
Q3
$521K Buy
2018
Q2
$507K Hold
2018
Q1
$514K Buy
2017
Q4
Sell
2017
Q3
$525K Hold
2017
Q2
$591K Buy
2017
Q1
$546K Hold
2016
Q4
$517K Hold
2016
Q3
$461K Hold
2016
Q2
$465K Hold
2016
Q1
$478K Hold
2015
Q4
$449K Buy