Vaughan & Co Securities’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,350
| Closed | -$329K | – | 53 |
|
|
2020
Q4 | $329K | Sell |
8,350
-485
| -5% | -$19.1K | 0.29% | 43 |
|
|
2020
Q3 | $248K | Sell |
8,835
-589
| -6% | -$16.5K | 0.26% | 46 |
|
|
2020
Q2 | $259K | Sell |
9,424
-1,199
| -11% | -$33K | 0.29% | 46 |
|
|
2020
Q1 | $195K | Hold |
10,623
| – | – | 0.25% | 44 |
|
|
2019
Q4 | $589K | Buy |
+10,623
| New | +$589K | 0.53% | 30 |
|