Sheaff Brock Investment Advisors’s Cadiz CDZI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-41,000
| Closed | -$119K | – | 461 |
|
2024
Q1 | $119K | Buy |
41,000
+17,000
| +71% | +$49.3K | 0.01% | 464 |
|
2023
Q4 | $67.2K | Hold |
24,000
| – | – | 0.01% | 459 |
|
2023
Q3 | $79.4K | Sell |
24,000
-2,000
| -8% | -$6.62K | 0.01% | 438 |
|
2023
Q2 | $106K | Hold |
26,000
| – | – | 0.01% | 450 |
|
2023
Q1 | $105K | Hold |
26,000
| – | – | 0.01% | 466 |
|
2022
Q4 | $65K | Hold |
26,000
| – | – | 0.01% | 468 |
|
2022
Q3 | $49K | Buy |
26,000
+6,000
| +30% | +$11.3K | 0.01% | 477 |
|
2022
Q2 | $47K | Hold |
20,000
| – | – | ﹤0.01% | 483 |
|
2022
Q1 | $41K | Buy |
20,000
+8,000
| +67% | +$16.4K | ﹤0.01% | 519 |
|
2021
Q4 | $46K | Buy |
+12,000
| New | +$46K | ﹤0.01% | 528 |
|