Envestnet Asset 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 | $1.91M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $600K | Buy |
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|
2024
Q3 | $619K | Buy |
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|
2024
Q2 | $466K | Buy |
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|
2024
Q1 | $328K | Sell |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $470K | Sell |
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|
2023
Q2 | $498K | Buy |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $446K | Buy |
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|
2022
Q2 | $125K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $133K | Buy |
|