WealthPLAN Partners’s CION Investment CION Stock Holding History

WealthPLAN Partners’s Portfolio CION Stock Details CION Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$5.81M	Buy
2023 Q4	$5.81M	Buy
2023 Q3	$4.95M	Buy
2023 Q2	$4.54M	Buy
2023 Q1	$4.01M	Buy
2022 Q4	$4.33M	Buy
2022 Q1	$2.26M	Buy
2021 Q4	$1.21M	Buy