Kings Point Capital 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
Q1 | – | Sell |
-486
| Closed | -$27K | – | 461 |
|
|
2019
Q4 | $27K | Hold |
486
| – | – | ﹤0.01% | 373 |
|
|
2019
Q3 | $28K | Buy |
486
+161
| +50% | +$9.28K | ﹤0.01% | 350 |
|
|
2019
Q2 | $15K | Hold |
325
| – | – | ﹤0.01% | 378 |
|
|
2019
Q1 | $17K | Sell |
325
-200
| -38% | -$10.5K | ﹤0.01% | 321 |
|
|
2018
Q4 | $25K | Hold |
525
| – | – | 0.01% | 289 |
|
|
2018
Q3 | $27K | Hold |
525
| – | – | 0.01% | 296 |
|
|
2018
Q2 | $33K | Buy |
+525
| New | +$33K | 0.01% | 273 |
|