Foresight Wealth Management, LLC
- SEC CIK
- 0001729735
- Latest filing
- Feb 13, 2023
CION holding history
CION Investment Corp in every 13F filed by Foresight Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CION overviewAll 13F holders of CIONFull Q4 2022 holdings
- Shares (Q4 2022)
- 17,204
- Value
- $167.7K
- % of portfolio
- 2.4%
- Quarters held
- 5
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 17,204 | $167.7K | 2.4% | −35,964−67.6% | Reduced | Holders |
| Q3 2022 | 53,168 | $452.0K | 0.2% | +18,326+52.6% | Added | Holders |
| Q2 2022 | 34,842 | $303.0K | 0.1% | +19,764+131.1% | Added | Holders |
| Q1 2022 | 15,078 | $223.0K | 0.1% | −814−5.1% | Reduced | Holders |
| Q4 2021 | 15,892 | $208.0K | 0.1% | +15,892 | New | Holders |