EverSource Wealth Advisors’s Cadiz CDZI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404 | Buy |
+135
| New | +$404 | ﹤0.01% | 3941 |
|
|
2024
Q1 | – | Sell |
-125
| Closed | -$350 | – | 2911 |
|
|
2023
Q4 | $350 | Hold |
125
| – | – | ﹤0.01% | 2569 |
|
|
2023
Q3 | $414 | Hold |
125
| – | – | ﹤0.01% | 2413 |
|
|
2023
Q2 | $508 | Buy |
+125
| New | +$508 | ﹤0.01% | 2350 |
|