Aviso Wealth Management’s CION Investment CION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Sell |
17,654
-37
| -0.2% | -$354 | 0.08% | 143 |
|
|
2025
Q1 | $183K | Hold |
17,691
| – | – | 0.1% | 135 |
|
|
2024
Q4 | $202K | Sell |
17,691
-4,159
| -19% | -$47.4K | 0.1% | 141 |
|
|
2024
Q3 | $260K | Sell |
21,850
-9,781
| -31% | -$116K | 0.14% | 128 |
|
|
2024
Q2 | $383K | Sell |
31,631
-5,390
| -15% | -$65.3K | 0.23% | 96 |
|
|
2024
Q1 | $407K | Buy |
37,021
+2,737
| +8% | +$30.1K | 0.26% | 92 |
|
|
2023
Q4 | $388K | Buy |
+34,284
| New | +$388K | 0.28% | 86 |
|