Gradient Investments’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-500
| Closed | -$19.9K | – | 1454 |
|
|
2023
Q4 | $19.9K | Hold |
500
| – | – | ﹤0.01% | 703 |
|
|
2023
Q3 | $18.5K | Hold |
500
| – | – | ﹤0.01% | 688 |
|
|
2023
Q2 | $20K | Hold |
500
| – | – | ﹤0.01% | 693 |
|
|
2023
Q1 | $22.8K | Buy |
+500
| New | +$22.8K | ﹤0.01% | 652 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$50K | – | 1230 |
|
|
2021
Q4 | $50K | Buy |
+1,000
| New | +$50K | ﹤0.01% | 485 |
|
|
2017
Q2 | – | Sell |
-200
| Closed | -$14K | – | 833 |
|
|
2017
Q1 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 453 |
|