DWM
Diversify Wealth Management’s CION Investment CION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
132,850
-21,852
| -14% | -$233K | 0.09% | 221 |
|
|
2025
Q1 | $1.56M | Sell |
154,702
-14,256
| -8% | -$144K | 0.12% | 192 |
|
|
2024
Q4 | $1.84M | Sell |
168,958
-15,143
| -8% | -$165K | 0.14% | 165 |
|
|
2024
Q3 | $2.2M | Sell |
184,101
-9,675
| -5% | -$116K | 0.21% | 123 |
|
|
2024
Q2 | $2.25M | Buy |
+193,776
| New | +$2.25M | 0.28% | 88 |
|