Charles Schwab’s Cadiz CDZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $761K | Hold |
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|
2025
Q2 | $482K | Buy |
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|
2025
Q1 | $366K | Buy |
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|
2024
Q4 | $649K | Hold |
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|
2024
Q3 | $378K | Hold |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $335K | Hold |
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|
2023
Q4 | $324K | Hold |
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|
2023
Q3 | $383K | Hold |
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|
2023
Q2 | $469K | Buy |
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|
2023
Q1 | $63.9K | Hold |
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|
2022
Q4 | $39.6K | Hold |
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|
2022
Q3 | $31K | Hold |
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|
2022
Q2 | $37K | Sell |
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|
2022
Q1 | $97K | Sell |
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|
2021
Q4 | $231K | Hold |
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|
2021
Q3 | $421K | Buy |
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|
2021
Q2 | $733K | Sell |
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|
2021
Q1 | $542K | Hold |
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|
2020
Q4 | $601K | Buy |
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|
2020
Q3 | $537K | Sell |
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|
2020
Q2 | $569K | Buy |
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|
2020
Q1 | $490K | Buy |
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|
2019
Q4 | $441K | Buy |
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|
2019
Q3 | $419K | Hold |
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|
2019
Q2 | $377K | Sell |
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|
2019
Q1 | $515K | Buy |
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|
2018
Q4 | $505K | Hold |
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|
2018
Q3 | $546K | Hold |
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|
2018
Q2 | $642K | Hold |
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|
2018
Q1 | $661K | Buy |
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|
2017
Q4 | $600K | Hold |
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|
2017
Q3 | $535K | Hold |
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|
2017
Q2 | $568K | Buy |
|