Charles Schwab’s Convey Health Solutions Holdings, Inc. CNVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-41,527
| Closed | -$437K | – | 3617 |
|
|
2022
Q3 | $437K | Buy |
41,527
+6,078
| +17% | +$64K | ﹤0.01% | 3038 |
|
|
2022
Q2 | $369K | Buy |
35,449
+4,786
| +16% | +$49.8K | ﹤0.01% | 3160 |
|
|
2022
Q1 | $201K | Sell |
30,663
-6,021
| -16% | -$39.5K | ﹤0.01% | 3305 |
|
|
2021
Q4 | $307K | Hold |
36,684
| – | – | ﹤0.01% | 3280 |
|
|
2021
Q3 | $309K | Buy |
+36,684
| New | +$309K | ﹤0.01% | 3262 |
|