Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-563
| Closed | -$30.6K | – | 518 |
|
|
2024
Q2 | $30.6K | Hold |
563
| – | – | 0.01% | 444 |
|
|
2024
Q1 | $23.6K | Hold |
563
| – | – | 0.01% | 483 |
|
|
2023
Q4 | $22.4K | Hold |
563
| – | – | 0.01% | 473 |
|
|
2023
Q3 | $21K | Hold |
563
| – | – | 0.01% | 470 |
|
|
2023
Q2 | $23K | Buy |
+563
| New | +$23K | 0.01% | 455 |
|
|
2022
Q4 | $23K | Hold |
563
| – | – | 0.02% | 428 |
|
|
2022
Q3 | $23K | Hold |
563
| – | – | 0.02% | 407 |
|
|
2022
Q2 | $25K | Hold |
563
| – | – | 0.02% | 413 |
|
|
2022
Q1 | $31K | Sell |
563
-100
| -15% | -$5.51K | 0.02% | 407 |
|
|
2021
Q4 | $33K | Buy |
+663
| New | +$33K | 0.02% | 420 |
|