Kowal Investment Group’s CION Investment CION Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $147K | Sell |
12,361
-1,578
| -11% | -$18.8K | 0.03% | 198 |
|
2024
Q2 | $169K | Sell |
13,939
-13,351
| -49% | -$162K | 0.03% | 178 |
|
2024
Q1 | $300K | Buy |
27,290
+964
| +4% | +$10.6K | 0.06% | 140 |
|
2023
Q4 | $298K | Buy |
26,326
+671
| +3% | +$7.59K | 0.07% | 127 |
|
2023
Q3 | $271K | Buy |
25,655
+683
| +3% | +$7.22K | 0.07% | 122 |
|
2023
Q2 | $259K | Sell |
24,972
-289
| -1% | -$3K | 0.07% | 131 |
|
2023
Q1 | $249K | Buy |
25,261
+770
| +3% | +$7.6K | 0.07% | 135 |
|
2022
Q4 | $239K | Sell |
24,491
-1,781
| -7% | -$17.4K | 0.07% | 136 |
|
2022
Q3 | $223K | Buy |
+26,272
| New | +$223K | 0.08% | 124 |
|