True Wealth Design’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 | $15.1K | Hold |
496
| – | – | 0.01% | 454 |
|
|
2025
Q1 | $17.7K | Sell |
496
-20
| -4% | -$713 | 0.01% | 363 |
|
|
2024
Q4 | $24.9K | Hold |
516
| – | – | 0.01% | 293 |
|
|
2024
Q3 | $20.8K | Hold |
516
| – | – | 0.01% | 319 |
|
|
2024
Q2 | $28K | Hold |
516
| – | – | 0.01% | 196 |
|
|
2024
Q1 | $21.6K | Hold |
516
| – | – | 0.01% | 208 |
|
|
2023
Q4 | $20.5K | Hold |
516
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $19.1K | Hold |
516
| – | – | 0.01% | 181 |
|
|
2023
Q2 | $20.6K | Hold |
516
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $23.6K | Hold |
516
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $21.3K | Buy |
+516
| New | +$21.3K | 0.01% | 182 |
|