Evoke Wealth’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 |
-70,561
| Closed | -$214K | – | 437 |
|
|
2024
Q3 | $214K | Sell |
70,561
-2,639
| -4% | -$8K | 0.01% | 384 |
|
|
2024
Q2 | $226K | Buy |
73,200
+30,235
| +70% | +$93.4K | 0.27% | 73 |
|
|
2024
Q1 | $125K | Hold |
42,965
| – | – | ﹤0.01% | 391 |
|
|
2023
Q4 | $120K | Hold |
42,965
| – | – | 0.2% | 83 |
|
|
2023
Q3 | $142K | Sell |
42,965
-25,135
| -37% | -$83.2K | 0.01% | 362 |
|
|
2023
Q2 | $276K | Buy |
68,100
+5,300
| +8% | +$21.5K | 0.01% | 300 |
|
|
2023
Q1 | $254K | Buy |
62,800
+43,165
| +220% | +$174K | 0.01% | 296 |
|
|
2022
Q4 | $49.1K | Buy |
+19,635
| New | +$49.1K | ﹤0.01% | 353 |
|