LWM
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LJI Wealth Management’s CION Investment CION Stock Holding History

LJI Wealth Management’s Portfolio CION Stock Details CION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,424
Closed -$102K – 159
2022
Q4 		$102K Buy
+10,424
New +$102K 0.04% 146