Wealth Plan Investment Management, LLC Cion Investment Corp Transaction History

Wealth Plan Investment Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	BUY	$9.7 - $11.65 $111,724 - $134,184	11,518 New	11,518 $130,000
Q3 2023 Nov 09, 2023	BUY	$10.48 - $11.65 $4.88 Million - $5.42 Million	465,215 Added 16003.27%	468,122 $4.95 Million
Q2 2023 Aug 14, 2023	BUY	$9.13 - $10.74 $26,057 - $30,651	2,854 Added 5384.91%	2,907 $30,000
Q2 2023 Jul 25, 2023	SELL	$9.13 - $10.74 $26,057 - $30,651	-2,854 Reduced 98.18%	53 $0
Q1 2023 May 08, 2023	SELL	$9.42 - $11.25 $3.68 Million - $4.4 Million	-391,136 Reduced 99.26%	2,907 $28,000
Q4 2022 Feb 15, 2023	BUY	$8.36 - $10.83 $117,850 - $152,670	14,097 Added 3.71%	394,043 $3.84 Million
Q3 2022 Dec 12, 2022	BUY	$8.09 - $10.85 $1.44 Million - $1.93 Million	178,053 Added 88.19%	379,946 $3.81 Million
Q1 2022 Sep 07, 2022	BUY	$11.8 - $14.98 $2.38 Million - $3.02 Million	201,893 New	201,893 $2.26 Million

186

18.6M

14.8K

21.5K

Ticker CION
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 56,958,440
Market Cap $675M
Description
CION Investment Corporation is a business development company. It specializes in investments in senior secured loans, including unitranche loans, First Lien, second lien loans, long-term subordinated loans, and mezzanine loans; equity interests such as warrants or options; and corporate bonds; and other debt securities in middle-market companies...

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