Valeo Financial Advisors’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$5K | – | 927 |
|
|
2021
Q1 | $5K | Sell |
100
-55
| -35% | -$2.75K | ﹤0.01% | 1466 |
|
|
2020
Q4 | $6K | Buy |
155
+55
| +55% | +$2.13K | ﹤0.01% | 1301 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1298 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1583 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1472 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 1217 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1140 |
|
|
2019
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1198 |
|