VFA
CNVY

Valeo Financial Advisors’s Convey Health Solutions Holdings, Inc. CNVY Stock Holding History

Valeo Financial Advisors’s Portfolio CNVY Stock Details CNVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-296,589
Closed -$3.09M – 524
2022
Q2 		$3.09M Buy
296,589
+157,500
+113% +$1.64M 0.19% 72
2022
Q1 		$910K Sell
139,089
-166,486
-54% -$1.09M 0.05% 212
2021
Q4 		$2.56M Sell
305,575
-1,928,514
-86% -$16.1M 0.14% 90
2021
Q3 		$3.26M Buy
+2,234,089
New +$3.26M 0.19% 75