Golden State Wealth Management’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,162
| Closed | -$21K | – | 438 |
|
2020
Q1 | $21K | Buy |
+1,162
| New | +$21K | 0.01% | 491 |
|
2019
Q4 | – | Sell |
-1,162
| Closed | -$68K | – | 369 |
|
2019
Q3 | $68K | Hold |
1,162
| – | – | 0.02% | 374 |
|
2019
Q2 | $55K | Hold |
1,162
| – | – | 0.02% | 433 |
|
2019
Q1 | $61K | Buy |
+1,162
| New | +$61K | 0.02% | 403 |
|