JFS Wealth Advisors’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Sell |
500
-10
| -2% | -$304 | ﹤0.01% | 723 |
|
|
2025
Q1 | $18.2K | Hold |
510
| – | – | ﹤0.01% | 686 |
|
|
2024
Q4 | $24.6K | Sell |
510
-16
| -3% | -$771 | ﹤0.01% | 595 |
|
|
2024
Q3 | $21.2K | Buy |
+526
| New | +$21.2K | ﹤0.01% | 628 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$40K | – | 1979 |
|
|
2023
Q2 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 401 |
|
|
2023
Q1 | $45.7K | Hold |
1,000
| – | – | ﹤0.01% | 382 |
|
|
2022
Q4 | $41.3K | Hold |
1,000
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $41K | Hold |
1,000
| – | – | ﹤0.01% | 416 |
|
|
2022
Q2 | $44K | Hold |
1,000
| – | – | ﹤0.01% | 419 |
|
|
2022
Q1 | $55K | Hold |
1,000
| – | – | 0.01% | 408 |
|
|
2021
Q4 | $50K | Hold |
1,000
| – | – | ﹤0.01% | 421 |
|
|
2021
Q3 | $46K | Hold |
1,000
| – | – | ﹤0.01% | 423 |
|
|
2021
Q2 | $45K | Hold |
1,000
| – | – | 0.01% | 281 |
|
|
2021
Q1 | $50K | Hold |
1,000
| – | – | 0.01% | 251 |
|
|
2020
Q4 | $39K | Hold |
1,000
| – | – | 0.01% | 268 |
|
|
2020
Q3 | $28K | Hold |
1,000
| – | – | 0.01% | 286 |
|
|
2020
Q2 | $28K | Buy |
+1,000
| New | +$28K | 0.01% | 274 |
|