LW
Linscomb Wealth’s CION Investment CION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,304
| Closed | -$130K | – | 274 |
|
|
2023
Q3 | $130K | Buy |
12,304
+99
| +0.8% | +$1.05K | 0.01% | 266 |
|
|
2023
Q2 | $127K | Buy |
12,205
+99
| +0.8% | +$1.03K | 0.01% | 271 |
|
|
2023
Q1 | $119K | Sell |
12,106
-7,129
| -37% | -$70.4K | 0.01% | 281 |
|
|
2022
Q4 | $188K | Buy |
19,235
+5,306
| +38% | +$51.7K | 0.01% | 323 |
|
|
2022
Q3 | $118K | Buy |
+13,929
| New | +$118K | 0.01% | 279 |
|