Joel Isaacson & Co’s Cadiz CDZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,000
| Closed | -$62.4K | – | 402 |
|
|
2024
Q4 | $62.4K | Sell |
12,000
-8,500
| -41% | -$44.2K | ﹤0.01% | 373 |
|
|
2024
Q3 | $62.1K | Buy |
20,500
+8,500
| +71% | +$25.8K | ﹤0.01% | 364 |
|
|
2024
Q2 | $37.1K | Hold |
12,000
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $34.8K | Hold |
12,000
| – | – | ﹤0.01% | 332 |
|
|
2023
Q4 | $33.6K | Hold |
12,000
| – | – | ﹤0.01% | 308 |
|
|
2023
Q3 | $39.7K | Hold |
12,000
| – | – | ﹤0.01% | 301 |
|
|
2023
Q2 | $48.7K | Hold |
12,000
| – | – | ﹤0.01% | 315 |
|
|
2023
Q1 | $48.5K | Hold |
12,000
| – | – | ﹤0.01% | 320 |
|
|
2022
Q4 | $30K | Buy |
+12,000
| New | +$30K | ﹤0.01% | 318 |
|