Carson Wealth (CWM LLC)’s Cadiz CDZI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Sell |
550
-5
| -0.9% | -$18 | ﹤0.01% | 4853 |
|
|
2025
Q1 | $2K | Buy |
555
+73
| +15% | +$263 | ﹤0.01% | 4721 |
|
|
2024
Q4 | $3K | Buy |
482
+275
| +133% | +$1.71K | ﹤0.01% | 4386 |
|
|
2024
Q3 | $1K | Buy |
207
+110
| +113% | +$531 | ﹤0.01% | 4530 |
|
|
2024
Q2 | $0 | Buy |
+97
| New | – | ﹤0.01% | 4614 |
|
|
2022
Q2 | – | Sell |
-888
| Closed | -$2K | – | 3787 |
|
|
2022
Q1 | $2K | Buy |
+888
| New | +$2K | ﹤0.01% | 3132 |
|