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WealthPLAN Partners’s Cadiz CDZI Stock Holding History

WealthPLAN Partners’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-15
Closed -$61 – 434
2023
Q2 		$61 Buy
+15
New +$66 ﹤0.01% 1240

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