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CDZI icon

Boyce & Associates Wealth Consulting’s Cadiz CDZI Stock Holding History

Boyce & Associates Wealth Consulting’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
2024
Q4 		– Sell
-30,800
Closed -$93.3K – 72
2024
Q3 		$93.3K Sell
30,800
-1,198
-4% -$3.9K 0.1% 69
2024
Q2 		$98.9K Sell
31,998
-500
-2% -$1.36K 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 +$81.9K 0.1% 53

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LCS
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Vanguard Group
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AACA
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BRF
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2C
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return