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MINDSET WEALTH MANAGEMENT, LLC → CDZIP
MINDSET WEALTH MANAGEMENT, LLC CDZIP Position History
Cadiz Inc. • Utilities
Quarters held
5
Latest value
$200K
Q3 2026
Peak value
$213K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $208K |
| Q4 2025 | $213K |
| Q1 2026 | $196K |
| Q2 2026 | $167K |
| Q3 2026 | $200K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $200K | 51.0K | — | — |
| Q2 2026 | $167K | 40.0K | — | — |
| Q1 2026 | $196K | 40.0K | — | — |
| Q4 2025 | $213K | 38.0K | — | — |
| Q3 2025 | $208K | 44.0K | — | — |