Avidian Wealth Enterprises’s Phreesia PHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7,000	Closed	-$432K	–	531
2021 Q3	$432K	Hold	7,000	–	–	0.03%	236
2021 Q2	$429K	Sell	7,000 -3,000	-30%	-$184K	0.03%	248
2021 Q1	$521K	Buy	+10,000	New	+$521K	0.04%	203