Denver 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-10,194
| Closed | -$115K | – | 81 |
|
2023
Q4 | $115K | Sell |
10,194
-6,556
| -39% | -$74.1K | 0.07% | 73 |
|
2023
Q3 | $177K | Buy |
16,750
+2,167
| +15% | +$22.9K | 0.11% | 69 |
|
2023
Q2 | $151K | Sell |
14,583
-1,124
| -7% | -$11.7K | 0.11% | 69 |
|
2023
Q1 | $155K | Sell |
15,707
-1,361
| -8% | -$13.4K | 0.11% | 78 |
|
2022
Q4 | $166K | Buy |
+17,068
| New | +$166K | 0.12% | 67 |
|
2022
Q3 | – | Sell |
-13,960
| Closed | -$121K | – | 53 |
|
2022
Q2 | $121K | Buy |
+13,960
| New | +$121K | 0.13% | 51 |
|