SWA
Sutton Wealth Advisors’s Cedar Fair FUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-74
| Closed | -$1.36K | – | 1236 |
|
|
2020
Q1 | $1.36K | Sell |
74
-16
| -18% | -$293 | ﹤0.01% | 1072 |
|
|
2019
Q4 | $4.99K | Sell |
90
-4,000
| -98% | -$222K | ﹤0.01% | 949 |
|
|
2019
Q3 | $239K | Sell |
4,090
-508
| -11% | -$29.6K | 0.13% | 123 |
|
|
2019
Q2 | $219K | Hold |
4,598
| – | – | 0.13% | 129 |
|
|
2019
Q1 | $242K | Buy |
4,598
+289
| +7% | +$15.2K | 0.14% | 116 |
|
|
2018
Q4 | $204K | Buy |
4,309
+4,000
| +1,294% | +$189K | 0.13% | 124 |
|
|
2018
Q3 | $16.1K | Sell |
309
-122
| -28% | -$6.35K | 0.01% | 667 |
|
|
2018
Q2 | $27.2K | Buy |
431
+21
| +5% | +$1.32K | 0.02% | 474 |
|
|
2018
Q1 | $26.2K | Buy |
410
+30
| +8% | +$1.92K | 0.02% | 462 |
|
|
2017
Q4 | $24.7K | Hold |
380
| – | – | 0.02% | 482 |
|
|
2017
Q3 | $24.4K | Buy |
380
+218
| +135% | +$14K | 0.02% | 476 |
|
|
2017
Q2 | $11.7K | Buy |
+162
| New | +$11.7K | 0.01% | 710 |
|