Carson Wealth (CWM LLC)’s CION Investment CION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $98K | Buy |
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|
2025
Q2 | $73K | Buy |
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|
2025
Q1 | $78K | Hold |
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|
2024
Q4 | $85K | Buy |
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|
2024
Q3 | $88K | Sell |
|
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $153K | Buy |
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|
2023
Q4 | $156K | Buy |
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|
2023
Q3 | $93K | Sell |
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|
2023
Q2 | $98K | Sell |
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|
2023
Q1 | $109K | Buy |
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|
2022
Q4 | $97K | Sell |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $197K | Buy |
|