WESPAC Advisors SoCal’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-250
| Closed | -$11K | – | 346 |
|
|
2018
Q4 | $11K | Hold |
250
| – | – | 0.01% | 229 |
|
|
2018
Q3 | $13K | Buy |
+250
| New | +$13K | 0.01% | 219 |
|
|
2016
Q4 | – | Sell |
-250
| Closed | -$14.3K | – | 268 |
|
|
2016
Q3 | $14.3K | Hold |
250
| – | – | 0.01% | 169 |
|
|
2016
Q2 | $14.5K | Hold |
250
| – | – | 0.01% | 177 |
|
|
2016
Q1 | $14.9K | Hold |
250
| – | – | 0.01% | 171 |
|
|
2015
Q4 | $13K | Buy |
+250
| New | +$13K | 0.01% | 183 |
|