Strategic Wealth Partners’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 | $22.2K | Buy |
+730
| New | +$22.2K | ﹤0.01% | 626 |
|
|
2019
Q4 | – | Sell |
-127
| Closed | -$7 | – | 263 |
|
|
2019
Q3 | $7 | Sell |
127
-74
| -37% | -$4 | ﹤0.01% | 609 |
|
|
2019
Q2 | $9K | Sell |
201
-150
| -43% | -$6.72K | ﹤0.01% | 567 |
|
|
2019
Q1 | $18K | Buy |
351
+146
| +71% | +$7.49K | 0.01% | 388 |
|
|
2018
Q4 | $11K | Buy |
205
+4
| +2% | +$215 | 0.01% | 434 |
|
|
2018
Q3 | $10K | Hold |
201
| – | – | 0.01% | 477 |
|
|
2018
Q2 | $13K | Sell |
201
-178
| -47% | -$11.5K | 0.01% | 488 |
|
|
2018
Q1 | $24K | Buy |
379
+132
| +53% | +$8.36K | 0.01% | 328 |
|
|
2017
Q4 | $17K | Buy |
+247
| New | +$17K | 0.01% | 377 |
|