Wealth Enhancement Advisory Services’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 | $287K | Buy |
8,923
+484
| +6% | +$15.6K | ﹤0.01% | 2659 |
|
2025
Q1 | $301K | Buy |
8,439
+4
| +0% | +$143 | ﹤0.01% | 2432 |
|
2024
Q4 | $406K | Sell |
8,435
-499
| -6% | -$24K | ﹤0.01% | 2123 |
|
2024
Q3 | $360K | Buy |
8,934
+1,246
| +16% | +$50.2K | ﹤0.01% | 2036 |
|
2024
Q2 | $418K | Buy |
7,688
+1,620
| +27% | +$88.1K | ﹤0.01% | 1749 |
|
2024
Q1 | $254K | Sell |
6,068
-145
| -2% | -$6.08K | ﹤0.01% | 2027 |
|
2023
Q4 | $247K | Sell |
6,213
-48
| -0.8% | -$1.91K | ﹤0.01% | 1958 |
|
2023
Q3 | $232K | Buy |
+6,261
| New | +$232K | ﹤0.01% | 1907 |
|