Wealthspire Advisors (New York)’s CION Investment CION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Hold |
|
|||||
|
2025
Q1 | $173K | Hold |
|
|||||
|
2024
Q4 | $190K | Hold |
|
|||||
|
2024
Q3 | $199K | Hold |
|
|||||
|
2024
Q2 | $202K | Hold |
|
|||||
|
2024
Q1 | $184K | Hold |
|
|||||
|
2023
Q4 | $189K | Hold |
|
|||||
|
2023
Q3 | $176K | Hold |
|
|||||
|
2023
Q2 | $173K | Sell |
|
|||||
|
2023
Q1 | $206K | Hold |
|
|||||
|
2022
Q4 | $203K | Buy |
|