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Parkshore Wealth Management, Inc. → CDZIP

Parkshore Wealth Management, Inc. CDZIP Position History

Cadiz Inc. • Utilities

Quarters held
5
Latest value
$1M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.2M
Q4 2025$1.4M
Q1 2026$1.3M
Q2 2026$1.1M
Q3 2026$1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1M263.8K——
Q2 2026$1.1M263.8K——
Q1 2026$1.3M263.8K——
Q4 2025$1.4M255.6K——
Q3 2025$1.2M255.6K——

Other funds holding CDZIP

Other Parkshore Wealth Management, Inc. positions

HONA

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HONA

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$30.9M
CRDO

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$29.1M
HONA

DIMENSIONAL ETF TRUST

$24.1M
CRDO

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$23.1M
HONA

DIMENSIONAL ETF TRUST

$19.9M
CRDO

DIMENSIONAL ETF TRUST

$19.6M