WealthPlan Investment Management’s CION Investment CION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,518
| Closed | -$130K | – | 186 |
|
|
2023
Q4 | $130K | Buy |
+11,518
| New | +$130K | 0.02% | 187 |
|
|
2023
Q3 | – | Sell |
-2,907
| Closed | -$30.2K | – | 190 |
|
|
2023
Q2 | $30.2K | Hold |
2,907
| – | – | 0.01% | 227 |
|
|
2023
Q1 | $28.7K | Sell |
2,907
-391,136
| -99% | -$3.86M | ﹤0.01% | 279 |
|
|
2022
Q4 | $4.37M | Buy |
394,043
+14,097
| +4% | +$156K | 0.31% | 77 |
|
|
2022
Q3 | $3.81M | Buy |
+379,946
| New | +$3.81M | 0.28% | 80 |
|
|
2022
Q1 | $2.26M | Buy |
+201,893
| New | +$2.26M | 0.16% | 113 |
|