Avior Wealth Management’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-177
| Closed | -$4.45K | – | 1886 |
|
|
2024
Q4 | $4.45K | Buy |
177
+120
| +211% | +$3.02K | ﹤0.01% | 1896 |
|
|
2024
Q3 | $1.3K | Buy |
57
+42
| +280% | +$957 | ﹤0.01% | 2044 |
|
|
2024
Q2 | $318 | Sell |
15
-10
| -40% | -$212 | ﹤0.01% | 2154 |
|
|
2024
Q1 | $598 | Buy |
+25
| New | +$598 | ﹤0.01% | 2522 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1642 |
|
|
2023
Q3 | – | Sell |
-89
| Closed | -$2.76K | – | 1668 |
|
|
2023
Q2 | $2.76K | Hold |
89
| – | – | ﹤0.01% | 1317 |
|
|
2023
Q1 | $2.87K | Buy |
+89
| New | +$2.87K | ﹤0.01% | 1347 |
|