FIA
Foundations Investment Advisors’s Cadiz CDZI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,000
| Closed | -$70.3K | – | 928 |
|
|
2025
Q1 | $70.3K | Hold |
24,000
| – | – | ﹤0.01% | 834 |
|
|
2024
Q4 | $125K | Hold |
24,000
| – | – | ﹤0.01% | 813 |
|
|
2024
Q3 | $72.7K | Hold |
24,000
| – | – | ﹤0.01% | 797 |
|
|
2024
Q2 | $74.2K | Hold |
24,000
| – | – | ﹤0.01% | 738 |
|
|
2024
Q1 | $69.6K | Hold |
24,000
| – | – | ﹤0.01% | 693 |
|
|
2023
Q4 | $65.5K | Hold |
24,000
| – | – | ﹤0.01% | 657 |
|
|
2023
Q3 | $79.4K | Hold |
24,000
| – | – | ﹤0.01% | 627 |
|
|
2023
Q2 | $97.4K | Hold |
24,000
| – | – | ﹤0.01% | 563 |
|
|
2023
Q1 | $97K | Hold |
24,000
| – | – | ﹤0.01% | 502 |
|
|
2022
Q4 | $60K | Hold |
24,000
| – | – | ﹤0.01% | 435 |
|
|
2022
Q3 | $46K | Hold |
24,000
| – | – | ﹤0.01% | 393 |
|
|
2022
Q2 | $59K | Buy |
+24,000
| New | +$59K | ﹤0.01% | 388 |
|