JFS Wealth Advisors’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Sell |
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|
2025
Q1 | $18.2K | Hold |
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|
2024
Q4 | $24.6K | Sell |
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|
2024
Q3 | $21.2K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $40K | Hold |
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|
2023
Q1 | $45.7K | Hold |
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|
2022
Q4 | $41.3K | Hold |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $46K | Hold |
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|
2021
Q2 | $45K | Hold |
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|
2021
Q1 | $50K | Hold |
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|
2020
Q4 | $39K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $28K | Buy |
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