United Capital Financial Advisors’s Cadiz CDZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $130K | Hold |
|
|||||
|
2020
Q1 | $150K | Hold |
|
|||||
|
2019
Q4 | $141K | Hold |
|
|||||
|
2019
Q3 | $160K | Hold |
|
|||||
|
2019
Q2 | $144K | Hold |
|
|||||
|
2019
Q1 | $124K | Hold |
|
|||||
|
2018
Q4 | $132K | Hold |
|
|||||
|
2018
Q3 | $143K | Hold |
|
|||||
|
2018
Q2 | $168K | Hold |
|
|||||
|
2018
Q1 | $173K | Hold |
|
|||||
|
2017
Q4 | $183K | Hold |
|
|||||
|
2017
Q3 | $163K | Sell |
|
|||||
|
2017
Q2 | $179K | Sell |
|
|||||
|
2017
Q1 | $216K | Sell |
|
|||||
|
2016
Q4 | $192K | Sell |
|
|||||
|
2016
Q3 | $115K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $80K | Sell |
|
|||||
|
2015
Q4 | $144K | Sell |
|
|||||
|
2015
Q3 | $349K | Sell |
|
|||||
|
2015
Q2 | $494K | Buy |
|
|||||
|
2015
Q1 | $494K | Buy |
|
|||||
|
2014
Q4 | $593K | Buy |
|
|||||
|
2014
Q3 | $312K | Buy |
|
|||||
|
2014
Q2 | $235K | Buy |
|
|||||
|
2014
Q1 | $147K | Buy |
|
|||||
|
2013
Q4 | $99K | Buy |
|
|||||
|
2013
Q3 | $63K | Buy |
|