Wealthspire Advisors (Maryland)’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5
| Closed | – | – | 1049 |
|
|
2019
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 2515 |
|
|
2018
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2481 |
|
|
2016
Q4 | – | Sell |
-1,350
| Closed | -$77K | – | 1781 |
|
|
2016
Q3 | $77K | Hold |
1,350
| – | – | 0.01% | 649 |
|
|
2016
Q2 | $78K | Hold |
1,350
| – | – | 0.01% | 602 |
|
|
2016
Q1 | $80K | Buy |
+1,350
| New | +$80K | 0.01% | 581 |
|