AWA
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Amplius Wealth Advisors’s Phreesia PHR Stock Holding History

Amplius Wealth Advisors’s Portfolio PHR Stock Details PHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-341
Closed -$14K – 707
2021
Q4 		$14K Buy
+341
New +$14K ﹤0.01% 537