Western Wealth Management’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 | $125K | Hold |
13,068
| – | – | 0.01% | 714 |
|
|
2025
Q1 | $135K | Sell |
13,068
-6,113
| -32% | -$63.3K | 0.01% | 664 |
|
|
2024
Q4 | $219K | Sell |
19,181
-700
| -4% | -$7.98K | 0.01% | 612 |
|
|
2024
Q3 | $237K | Sell |
19,881
-501
| -2% | -$5.96K | 0.01% | 668 |
|
|
2024
Q2 | $247K | Sell |
20,382
-1,123
| -5% | -$13.6K | 0.02% | 557 |
|
|
2024
Q1 | $237K | Hold |
21,505
| – | – | 0.02% | 578 |
|
|
2023
Q4 | $243K | Sell |
21,505
-3,440
| -14% | -$38.9K | 0.02% | 607 |
|
|
2023
Q3 | $264K | Sell |
24,945
-2,723
| -10% | -$28.8K | 0.02% | 544 |
|
|
2023
Q2 | $287K | Buy |
27,668
+84
| +0.3% | +$872 | 0.02% | 513 |
|
|
2023
Q1 | $272K | Buy |
27,584
+149
| +0.5% | +$1.47K | 0.03% | 521 |
|
|
2022
Q4 | $267K | Sell |
27,435
-29,936
| -52% | -$292K | 0.03% | 492 |
|
|
2022
Q3 | $488K | Buy |
57,371
+21,636
| +61% | +$184K | 0.03% | 492 |
|
|
2022
Q2 | $309K | Buy |
+35,735
| New | +$309K | 0.02% | 601 |
|