EWM
EPG Wealth Management’s CION Investment CION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
24,195
+982
| +4% | +$9.4K | 0.07% | 174 |
|
|
2025
Q1 | $240K | Sell |
23,213
-2,595
| -10% | -$26.9K | 0.07% | 211 |
|
|
2024
Q4 | $294K | Sell |
25,808
-4,567
| -15% | -$52.1K | 0.08% | 199 |
|
|
2024
Q3 | $361K | Buy |
+30,375
| New | +$361K | 0.09% | 184 |
|
|
2024
Q2 | – | Sell |
-30,338
| Closed | -$334K | – | 188 |
|
|
2024
Q1 | $334K | Buy |
30,338
+6,764
| +29% | +$74.4K | 0.08% | 205 |
|
|
2023
Q4 | $256K | Buy |
23,574
+676
| +3% | +$7.34K | 0.07% | 220 |
|
|
2023
Q3 | $242K | Sell |
22,898
-12,536
| -35% | -$133K | 0.07% | 218 |
|
|
2023
Q2 | $368K | Sell |
35,434
-3,975
| -10% | -$41.3K | 0.11% | 172 |
|
|
2023
Q1 | $389K | Buy |
39,409
+1,265
| +3% | +$12.5K | 0.12% | 163 |
|
|
2022
Q4 | $372K | Sell |
38,144
-61,675
| -62% | -$601K | 0.14% | 134 |
|
|
2022
Q3 | $848K | Buy |
99,819
+33,335
| +50% | +$283K | 0.35% | 68 |
|
|
2022
Q2 | $578K | Buy |
+66,484
| New | +$578K | 0.25% | 90 |
|