CAPTRUST Financial Advisors’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,708
| Closed | -$249K | – | 2578 |
|
|
2023
Q1 | $249K | Buy |
+7,708
| New | +$249K | ﹤0.01% | 1891 |
|
|
2022
Q3 | – | Sell |
-1,426
| Closed | -$36K | – | 3476 |
|
|
2022
Q2 | $36K | Buy |
1,426
+866
| +155% | +$21.9K | ﹤0.01% | 2998 |
|
|
2022
Q1 | $15K | Buy |
560
+251
| +81% | +$6.72K | ﹤0.01% | 3583 |
|
|
2021
Q4 | $13K | Sell |
309
-86
| -22% | -$3.62K | ﹤0.01% | 3567 |
|
|
2021
Q3 | $24K | Buy |
395
+226
| +134% | +$13.7K | ﹤0.01% | 3046 |
|
|
2021
Q2 | $10K | Buy |
169
+13
| +8% | +$769 | ﹤0.01% | 3547 |
|
|
2021
Q1 | $8K | Buy |
+156
| New | +$8K | ﹤0.01% | 3550 |
|