Collaborative Wealth Management’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
Q2 | $186K | Sell |
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2025
Q1 | $219K | Buy |
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2024
Q4 | $241K | Buy |
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2024
Q3 | $251K | Buy |
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2024
Q2 | $256K | Sell |
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2024
Q1 | $273K | Sell |
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2023
Q4 | $285K | Sell |
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2023
Q3 | $272K | Sell |
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2023
Q2 | $322K | Buy |
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2023
Q1 | $306K | Sell |
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2022
Q4 | $306K | Sell |
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2022
Q3 | $339K | Buy |
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2022
Q2 | $247K | Buy |
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2021
Q4 | $184K | Buy |
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2021
Q1 | $208K | Buy |
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