Capital Advisors Ltd’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1243 |
|
|
2025
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1246 |
|
|
2024
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1273 |
|
|
2024
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1265 |
|
|
2024
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1258 |
|
|
2024
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1247 |
|
|
2023
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1198 |
|
|
2023
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1191 |
|
|
2023
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1199 |
|
|
2023
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1091 |
|
|
2022
Q4 | $1K | Sell |
28
-9
| -24% | -$321 | ﹤0.01% | 1055 |
|
|
2022
Q3 | $1K | Buy |
37
+9
| +32% | +$243 | ﹤0.01% | 1090 |
|
|
2022
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 860 |
|