Spire Wealth Management’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 | $3.38K | Sell |
111
-77
| -41% | -$2.34K | ﹤0.01% | 2055 |
|
|
2025
Q1 | $6.71K | Sell |
188
-233
| -55% | -$8.31K | ﹤0.01% | 1979 |
|
|
2024
Q4 | $20.3K | Buy |
+421
| New | +$20.3K | ﹤0.01% | 1620 |
|
|
2022
Q2 | – | Sell |
-400
| Closed | -$22K | – | 2728 |
|
|
2022
Q1 | $22K | Hold |
400
| – | – | ﹤0.01% | 1771 |
|
|
2021
Q4 | $20K | Sell |
400
-260
| -39% | -$13K | ﹤0.01% | 2113 |
|
|
2021
Q3 | $31K | Sell |
660
-260
| -28% | -$12.2K | ﹤0.01% | 1670 |
|
|
2021
Q2 | $41K | Buy |
920
+500
| +119% | +$22.3K | ﹤0.01% | 1563 |
|
|
2021
Q1 | $21K | Buy |
+420
| New | +$21K | ﹤0.01% | 2128 |
|