Kingswood Wealth Advisors’s CION Investment CION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Hold |
14,599
| – | – | 0.01% | 723 |
|
|
2025
Q1 | $153K | Sell |
14,599
-14,599
| -50% | -$153K | 0.01% | 692 |
|
|
2024
Q4 | $333K | Buy |
+29,198
| New | +$333K | 0.03% | 571 |
|
|
2024
Q3 | – | Sell |
-21,173
| Closed | -$257K | – | 681 |
|
|
2024
Q2 | $257K | Buy |
+21,173
| New | +$257K | 0.02% | 571 |
|
|
2023
Q3 | – | Sell |
-21,173
| Closed | -$220K | – | 435 |
|
|
2023
Q2 | $220K | Buy |
+21,173
| New | +$220K | 0.07% | 241 |
|