Laidlaw Wealth Management’s CION Investment CION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,293
| Closed | -$180K | – | 284 |
|
|
2023
Q2 | $180K | Hold |
17,293
| – | – | 0.04% | 334 |
|
|
2023
Q1 | $171K | Hold |
17,293
| – | – | 0.03% | 341 |
|
|
2022
Q4 | $169K | Hold |
17,293
| – | – | 0.04% | 341 |
|
|
2022
Q3 | $147K | Buy |
17,293
+5,765
| +50% | +$49K | 0.03% | 306 |
|
|
2022
Q2 | $100K | Buy |
+11,528
| New | +$100K | 0.02% | 362 |
|