Wealthspire Advisors (New York)’s CION Investment CION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Hold |
16,687
| – | – | ﹤0.01% | 809 |
|
|
2025
Q1 | $173K | Hold |
16,687
| – | – | ﹤0.01% | 751 |
|
|
2024
Q4 | $190K | Hold |
16,687
| – | – | ﹤0.01% | 750 |
|
|
2024
Q3 | $199K | Hold |
16,687
| – | – | ﹤0.01% | 718 |
|
|
2024
Q2 | $202K | Hold |
16,687
| – | – | ﹤0.01% | 623 |
|
|
2024
Q1 | $184K | Hold |
16,687
| – | – | ﹤0.01% | 612 |
|
|
2023
Q4 | $189K | Hold |
16,687
| – | – | ﹤0.01% | 622 |
|
|
2023
Q3 | $176K | Hold |
16,687
| – | – | ﹤0.01% | 571 |
|
|
2023
Q2 | $173K | Sell |
16,687
-4,136
| -20% | -$42.9K | ﹤0.01% | 537 |
|
|
2023
Q1 | $206K | Hold |
20,823
| – | – | ﹤0.01% | 499 |
|
|
2022
Q4 | $203K | Buy |
+20,823
| New | +$203K | ﹤0.01% | 542 |
|