Sheets Smith Wealth Management’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $431K | Hold |
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|
2019
Q3 | $454K | Sell |
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|
2019
Q2 | $426K | Hold |
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|
2019
Q1 | $470K | Buy |
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|
2018
Q4 | $381K | Sell |
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|
2018
Q3 | $634K | Hold |
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|
2018
Q2 | $767K | Sell |
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|
2018
Q1 | $816K | Buy |
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|
2017
Q4 | $809K | Sell |
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|
2017
Q3 | $862K | Buy |
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|
2017
Q2 | $926K | Hold |
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|
2017
Q1 | $871K | Buy |
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|
2016
Q4 | $298K | Buy |
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|
2016
Q3 | $265K | Buy |
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|
2016
Q2 | $227K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.26M | Buy |
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