AWM
CDZI icon

Avior Wealth Management’s Cadiz CDZI Stock Holding History

Avior Wealth Management’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-240
Closed -$1.25K – 1001
2024
Q4 		$1.25K Hold
240
– – ﹤0.01% 2179
2024
Q3 		$727 Hold
240
– – ﹤0.01% 2119
2024
Q2 		$741 Sell
240
-8
-3% -$22 ﹤0.01% 2068
2024
Q1 		$719 Buy
248
+8
+3% +$22 ﹤0.01% 2469
2023
Q4 		$672 Sell
240
-40
-14% -$121 ﹤0.01% 1406
2023
Q3 		$926 Hold
280
– – ﹤0.01% 1454
2023
Q2 		$1.14K Hold
280
– – ﹤0.01% 1409
2023
Q1 		$1.13K Buy
+280
New +$1.13K ﹤0.01% 1450

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AACA
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Barclays
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Bank of America
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GC
Gratia Capital Los Angeles, California $106M AUM 16.14% 1-Year Est. Return