Boyce & Associates Wealth Consulting’s Cadiz CDZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30,800
| Closed | -$93.3K | – | 72 |
|
|
2024
Q3 | $93.3K | Sell |
30,800
-1,198
| -4% | -$3.63K | 0.1% | 69 |
|
|
2024
Q2 | $98.9K | Sell |
31,998
-500
| -2% | -$1.55K | 0.12% | 66 |
|
|
2024
Q1 | $94.2K | Hold |
32,498
| – | – | 0.12% | 56 |
|
|
2023
Q4 | $91K | Hold |
32,498
| – | – | 0.13% | 54 |
|
|
2023
Q3 | $108K | Hold |
32,498
| – | – | 0.18% | 46 |
|
|
2023
Q2 | $132K | Hold |
32,498
| – | – | 0.22% | 47 |
|
|
2023
Q1 | $136K | Hold |
32,498
| – | – | 0.24% | 48 |
|
|
2022
Q4 | $81.2K | Hold |
32,498
| – | – | 0.16% | 45 |
|
|
2022
Q3 | $62K | Hold |
32,498
| – | – | 0.13% | 42 |
|
|
2022
Q2 | $76K | Hold |
32,498
| – | – | 0.14% | 46 |
|
|
2022
Q1 | $67K | Buy |
+32,498
| New | +$67K | 0.1% | 53 |
|