CSWM
Cassady Schiller Wealth Management’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-289
| Closed | -$6.69K | – | 504 |
|
|
2023
Q4 | $6.69K | Hold |
289
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $5.4K | Hold |
289
| – | – | ﹤0.01% | 366 |
|
|
2023
Q2 | $8.96K | Hold |
289
| – | – | ﹤0.01% | 344 |
|
|
2023
Q1 | $9.33K | Hold |
289
| – | – | ﹤0.01% | 326 |
|
|
2022
Q4 | $9.35K | Buy |
+289
| New | +$9.35K | 0.01% | 325 |
|
|
2022
Q1 | – | Sell |
-289
| Closed | -$12K | – | 461 |
|
|
2021
Q4 | $12K | Buy |
+289
| New | +$12K | 0.01% | 305 |
|