Gries Financial’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,800
| Closed | -$280K | – | 156 |
|
|
2022
Q3 | $280K | Hold |
6,800
| – | – | 0.12% | 124 |
|
|
2022
Q2 | $299K | Hold |
6,800
| – | – | 0.14% | 105 |
|
|
2022
Q1 | $373K | Hold |
6,800
| – | – | 0.14% | 117 |
|
|
2021
Q4 | $340K | Hold |
6,800
| – | – | 0.14% | 126 |
|
|
2021
Q3 | $315K | Hold |
6,800
| – | – | 0.1% | 130 |
|
|
2021
Q2 | $282K | Hold |
6,800
| – | – | 0.09% | 137 |
|
|
2021
Q1 | $312K | Buy |
+6,800
| New | +$312K | 0.1% | 138 |
|